- Entrust Wealth Management
Reed Lohrenz is the co-founder and managing partner of Entrust Wealth Management, an office of United Planners Financial Services. He is committed to providing the highest standard of service and professionalism to each of his clients. Reed strives to know and understand his clients’ financial situation and experience so that he can provide accurate and quality information.
It is his mission to help people reach their financial goals and dreams by providing products and services that are most suitable to their unique needs. He takes pride in demonstrating concern for his clients and providing excellent service so they feel comfortable with the financial strategy they choose. Reed has always been passionate about helping people. He earned his Bachelor’s degree from Fort Hayes State University, concentrating on communications and psychology. He continued his education with graduate studies in Counseling. Reed is also a graduate of the Sunset International Bible Institute with a degree in Ministerial Studies and Missions.
After 25 years of preaching in Kansas and Arizona, Reed decided to concentrate his efforts on helping people on a different manner. Reed has been in the financial services industry since 2000. He started with Metropolitan Financial Services. He is a Registered Representative and an Investment Adviser Representative with the I holding a Series 6, 7, 65, and 63 licenses. Additionally he is licensed in Life, Health and Property / Casualty insurance in the state of Arizona and several other states.
When Reed isn’t assisting people with their finances, he remains active at the Central Church of Christ in Yuma, teaching and as a member of their Board of Directors. He enjoys reading, traveling, hunting, fishing and spending time with Kathy, his wife of 49 years, his two daughters and 10 grandchildren.
Registered Representative providing securities and Investment advisory services through United Planners Financial Services. Member FINRA SiPC. Entrust Wealth Management and United Planners Financial Services are not affiliated companies.
LICENSES & ACCREDITATIONS
- Registered Representative
- Investment Adviser Representative
- Series 6, 7, 65, & 63 Licenses
AREAS OF EXPERTISE
- FINANCIAL PROTECTION
- RETIREMENT INCOME
- PERSONAL PENSION PLAN
- WEALTH TRANSFER PLANNING