Business Information
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!

Opening Times

Monday

08:00am - 05:00pm

Tuesday

08:00am - 05:00pm

Wednesday

08:00am - 05:00pm

Thursday

08:00am - 05:00pm

Friday

08:00am - 05:00pm

Saturday

Closed

Sunday

Closed

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