Biography

Loren’s passion is facilitating the success of others. He has enjoyed nearly two decades of success coaching and advising business owners and executives on how to increase profitability – through improving operational efficiencies, marketing campaigns, organizational development, and relationship building – and then growing and preserving those profits from unnecessary risk and taxation through sound investment strategies. Due to his financial expertise, he has been a popular keynote speaker/presenter at numerous financial seminars and conferences; he also provides volunteer tutoring for high school and college students in math, finance, engineering, English, and political science courses.