Lorenzo began his wealth management career in 2011. Prior to joining Mercer Advisors, Lorenzo worked at Polaris Wealth Advisory Group, where he advised clients on financial planning matters such as retirement and income planning and tax-sensitive asset gifting strategies. Lorenzo graduated from North Dakota State University, where he earned his Bachelor of Arts degree in Communications. While attending North Dakota State University, Lorenzo played Division 1 basketball & football where he was a Summit League Conference champion and NCAA National Basketball Tournament participant. Lorenzo is a CERTIFIED FINANCIAL PLANNER™ professional. In his free time, Lorenzo enjoys playing sports, traveling, and spending time with his friends and family.