My name is Shawn Lorenzen and I am a high-energy, goal-oriented professional focused on helping people achieve their financial goals through successful Holistic investing.
I am cheerful, ethical, enthusiastic, well organized and I strive to help clients prepare for life events including college education, tax savings and retirement.
Outside of work, I am passionately committed to helping make my community a better place.
Each client's wants and needs are unique and change over time. I welcome the opportunity to review your personal financial goals and help you prepare for your future!
Please contact me at 1-800-966-9164 x206 or firstname.lastname@example.org.