Loren has more than 23 years of experience in the financial industry helping individuals, families and businesses achieve their financial goals. He connected with Amar, a former co-worker, with his philosophy of transparency, evidenced based advice and fairness regarding long-term relationships with clients. When he discovered the Client First Capital platform, he decided to join Amar and help the cause. He is experienced in retirement planning advice and risk management. He is also experienced in small business and non-profit investment planning.
Before Client First Capital, Loren was a Senior Financial Adviser at JP Morgan Chase for over 14 years. Before JP Morgan Chase, he worked at various financial institutions, such as Charles Schwab and Morgan Stanley Dean Witter, and has had a front row seat witnessing the development of the financial industry in its current state. Loren holds a Master’s of Science Degree in Financial Analysis from The College for Financial Planning. He has a certificate in financial planning from New York University and abides by the code of ethics and fiduciary standards of these best in class industry designations. He will sit for the Certified Financial Planner exam next year.
A native of the Detroit area, Loren grew up in Oak Park, Michigan, He attended Michigan State University where he received a Bachelor of Arts degree in Social Science and is an avid Spartans fan. Before entering the world of finance, he worked briefly as a machine wholesaler and was a member of Society of Manufacturing Engineers (SME). It was there that he gained an understanding of business owners and their many personal financial concerns they face.
In his spare time, Loren enjoys reading biographies, studying history, ancient cultures and their economies, traveling, and good food.