Vice President - Investments
1695 Whittlesey Road
As a Financial Advisor, Steve Lorentz will guide you in making informed investment decisions. No matter where you are in your financial journey, he will provide clear direction for an investment strategy that matches your goals based on risk tolerance, timing, financial resources, and income requirements.
Steve has been working in the securities and financial industry since 1995. He graduated from Columbus State University with a bachelor’s degree in finance. He holds a professional designation as a Certified Financial Planner (CFP).