Kim Lorenz serves as the Chief Compliance Officer at Mercer Advisors, leveraging over 20 years of experience in the financial services industry. She specializes in wealth risk management, investment advisory compliance, and governance, having previously led compliance for BMOs U.S. Wealth Management. She holds a B.A. in Business Administration from Fort Lewis College.
She was drawn to Mercer Advisors because of its "client-first mission" and unwavering commitment to acting as a fiduciary in the best interests of its clients.
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