ROBERT LORENZ
ROBERT LORENZ
About Me
Robert is a Financial Advisor with twelve years of experience currently serving the Hoffman Estates and South Barrington, Illinois markets. Robert uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help reach those goals.
Prior to joining the BMO Investment Services team, Robert worked for a large bank brokerage company as a financial advisor. He received his Bachelor of Science degree in technical management from DeVry University in Addison, Illinois, and his Master of Business Administration in finance from the Keller Graduate School of Management in Naperville, Illinois. Robert holds a series 7 and 66 securities licenses, held through LPL Financial along with his life, health, and annuities insurance licenses.
Robert lives in Batavia with his wife and two children. He enjoys biking, hiking and fishing.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management