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Loren Pierson,
CFP®, MBA

Chief Operating Officer

Responsible for the management of core operation functions including Investment Operations, Technology, M&A Integration, Branch Operations and Facilities. Previously held Client Advisor, Branch Manager, Managing Director and Head of Client Service positions for Mercer Advisors. Prior to joining the firm, Loren worked for a major investment bank handling financial planning and investments for high net worth individuals and institutions. He is an active member of the Financial Planning Association. Loren is also a CERTIFIED FINANCIAL PLANNERTM professional and has an MBA degree.

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