Loren Sherman

Co-Owner & Advisor
CFP® RICP® WMCP® AIF® CRC® CKA®

When I was much younger, I would sometimes drive my parents and teachers crazy by constantly asking “Why?”. I was always curious, and a simple answer of “that’s just the way it is” never satisfied. We’ve embraced this way of thinking within our firm, always looking for ways to improve upon the status quo. One of my favorite quotes from Mark Twain resonates, “When you find yourself on the side of the majority, it’s time to pause and reflect.”

Loren is passionate about helping people prepare for and get the most out of their retirement. This has been his ongoing mission ever since graduating from Central College in 2005 and joining the financial services profession the following year. He loves to learn- whether from reading books, participating in study groups, completing financial designations, or attending financial planning conferences, Loren is always striving to get better. One avenue this has led to is taking a deep dive into health and nutrition. Loren believes it’s important to integrate wellness planning with financial planning so retirees can enjoy the fruits of their labor without worry of health constraints slowing them down!

Loren grew up in Lake Mills, a small town in northern Iowa. After attending Central College in Pella, he made his way to Des Moines and eventually found his wife, Ashley. In 2018, he and Ashley moved to Waukee where they reside with their three rescue dogs- Callie, Roxy, and Mr. Edward. When Loren isn’t working or relaxing around the house with family, he will often be found on the bike trails, a golf course, or enjoying anything outdoors. He and Ashley are also members of Hope Church in West Des Moines, and always looking for more ways to make a difference in the community.