Loren joined Confluence Financial Partners as a Wealth Manager in 2019, bringing over 20 years of experience in the financial services industry.

Prior to joining Confluence, Loren was a financial advisor at PNC Investments, providing outstanding care and guidance to clients in the Eastern Suburbs of Pittsburgh. He began his career as a licensed associate at KeyCorp/McDonald investments before becoming a financial advisor with UBS, assisting clients with their investment and insurance needs. Loren obtained his Bachelor of Arts degree in Economics from Indiana University of Pennsylvania and obtained his CFP® certification through Duquesne University.

Growing up in a small town in the Laurel Highlands has helped Loren develop a personal approach to communicating with clients about their true financial goals.  He understands that proper financial planning today can make a tremendous impact on not only their lives and legacies, but the people and causes that they care about the most.

Loren enjoys spending his free time in the outdoors through fishing, mountain biking and motorcycling. He gives back to his community by being a member of the Borough of Forest Hills Planning Committee, volunteering with the St. Vincent De Paul society and being an active member of his community church. Loren and his wife, Janel recently became parents and are shamelessly infatuated with their two children, Sebastian and Wila.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and CFP® in the U.S.

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