Mercer Advisors
Kim Lorenz is the current Chief Compliance Officer at Mercer Advisors, a position held since January 2021. Prior to this role, Kim served in various compliance and governance positions at BMO Harris Bank from January 2015 to January 2021. Kim holds a Bachelor of Arts in Business Administration from Fort Lewis College, completed in 1990.
Mercer Advisors
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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships.