Loren graduated from Seattle Pacific University with a degree in Finance and International Business. He has been a part of the Sound Planning Group team since 2015 and is passionate about helping people achieve the most out of their retirement. His goal is to create the optimal plan that meets clients’ goals and also invest in educating clients so they feel confident and empowered with their finances.

Loren lives in Bothell with his wife Jessica, and their two little boys Nathaniel and Josiah. They enjoy international travel and enjoying the outdoors.