Loren joined the TwinStar Financial Advisor in 2014. He brings with him over 20 years experience in the financial services industry.
After living in Colorado for 17 years, Loren moved back to the Pacific Northwest and worked for a fee-only financial planning and CPA firm.
After graduating from Pacific Lutheran University in Tacoma, he began his career working at the Chicago Board of Trade in the futures trading pits. During his career, Loren has worked for independent brokerage companies offering 403(b) and retirement plans, investment services, and insurance plans.
Loren obtained both the Certified Financial Planning and Chartered Financial Analyst designations in 2003. He holds Series 7, 63, & 65 securities registrations and Life, Disability, and Long-Term Care Insurance license in Washington.
Loren works primarily in the Olympia-Tumwater area and Grays Harbor County.