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Shawn Lorenzen

Shawn Lorenzen

Investment Representative

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