Background

Having worked with real estate clients for the majority of his career, John Lorenz has come to understand that ups and downs are simply part of the industry. “We’ll see long periods where everyone’s getting rich, and then we’ll see long dry spells, much like immediately after 2008. What I enjoy most is helping my clients work through these periods. People who stick around the longest are the ones who can see things other people miss. I love helping them plan on how best to go forward.”

John’s work folds into his clients’ complete financial packages. He’s able to piece together the finer details while keeping an eye on the big picture in order to provide the planning and advising that support client and their families over time. “The best advice I can give is to treat others with kindness and respect and to give your time to your family. I enjoy any opportunity to help other people do the same where family is concerned.” Today, John’s family, including his wife, son and twin daughters, lives in Stayton, Oregon, where John grew up, surrounded by the family tree farm his father began planting in 1977.

Professional Organizations

American Institute of Certified Public Accountants

Oregon Society of Certified Public Accountants

 

COMMUNITY INVOLVEMENT

St. Mary School Board, Stayton, Oregon, Member

EDUCATION

Bachelor of Science in Business Administration, University of Portland, 1990
Certified Public Accountant, Oregon

Key To Success

“Do your best to find common ground with the people around you.”

SPECIALIZATIONS

Financial and tax planning for closely held businesses and their owners