Loren has been in the financial services industry since 1980 and founded Retirement Resources in 1991.
Loren oversees all the management of client portfolios. He is passionate about providing excellent client service and ongoing communication. He writes a weekly commentary to keep his clients informed and educated about their money. Loren pays strict attention to detail yet has a unique sense of humor that allows clients to feel comfortable planning their future with him. Loren's passion for service extends to his weekly volunteering for his fellow veterans at the VA Medical Center.
Loren is a registered representative through B.B. Graham & Company, member FINRA/SIPC. B.B. Graham & Co. and Retirement Resources Inc. are separate and unrelated companies.