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.