Loren began his career in the wealth management industry in 2008. He graduated with a bachelor’s degree in finance from Butler University and is a CERTIFIED FINANCIAL PLANNER® professional. He also has a certificate from the Wealth Planning Essentials Program at the University of Pennsylvania’s Wharton School and has earned state and nationwide recognition for his work as a financial advisor.
Loren has served on the board of directors for a number of philanthropic and civic organizations, and served a term as an At-Large Johnson County Councilor. He is currently active with the Bloomington Rotary Club and Project 44.
Loren is an avid distance runner and enjoys playing golf. Loren and his wife, Morgan, live in downtown Indianapolis with their sons, Coleman and Lawson.
Living our Mission: Loren competed on Butler University’s men’s cross-country and track teams. In 2019, Loren and his wife, Morgan, received the Foundation Award from Butler University, which honors a person or couple (age 40 or younger) who personify the Butler spirit by demonstrating leadership and generosity to the university.
“The business of life is the accumulation of memories and experiences with the people you love.” – Bill Perkins, Die with Zero
