Chief Operating Officer
Loren has a passion for creating the right strategies for his clients to achieve Economic Freedom and accomplish their life goals along the way. He has been providing comprehensive financial planning to clients since 2001. Prior to joining Mercer Advisors, Loren worked for a major investment bank handling financial planning and investments for wealthy individuals and institutions. He is an active member of the Financial Planning Association and devotes considerable time to continuing education. Loren holds the FINRA Series 65 license.