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 and holds the FINRA Series 66 license. Loren is also a Certified Financial PlannerTM and has a MBA degree.