Loran is a licensed CPA and CERTIFIED FINANCIAL PLANNER™ professional and holds the following FINRA securities registrations with LPL Financial: General Securities Principal (Series 24), Registered Representative (Series 7 & 63), Investment Advisor Representative (Series 65).
An experienced professional in the specialty area of Biblically Responsible Investing, Loran provides investment advice and financial planning services to individuals and families in the Spokane community, the greater Pacific Northwest region, and other states around the country. Loran is also a licensed life insurance agent in Washington and California. Loran is passionate about serving with excellence and making a positive impact in the lives of others.
In 2009, Loran became a Certified Kingdom Advisor® (CKA®). Certified members of Kingdom Advisors are individuals who have demonstrated themselves to be believers in Jesus Christ, able to apply Biblical wisdom in counsel, technically competent, ethical and of integrity, and committed to practicing biblical stewardship in their personal and professional life. Loran is also a published author.
Before establishing his practice as an independent financial advisor focusing on faith-based investing, Loran served for five years as First Vice-President of an institutional money management firm in Santa Monica, California, where he gained valuable experience in investment research and management. Loran’s first introduction to the investment business was in 1999 while working as an auditor for Arthur Andersen, and later Ernst & Young LLP, where he planned and supervised audits of investment management firms and banks in the Los Angeles area.
Loran received his bachelor’s degree from the University of California, Los Angeles majoring in Political Science with a Specialization in Business Administration. Additionally, Loran met the rigorous accounting and business educational requirements to earn the CPA license and CFP® certification.
Loran enjoys being active in his local community, having served most recently as an elder and finance team chair for Whitworth Church. Loran has also served on many non-profit boards in Spokane in past years, including the Vanessa Behan Crisis Nursery board of trustees, the Northwest Christian Schools Foundation planned giving committee, YMCA of the Inland Northwest corporate board of directors, Innovia Foundation (formerly known as the Inland Northwest Community Foundation) investment committee, and Christ Kitchen's mission impact committee. Loran is also a member of downtown Spokane's Rotary Club 21, having served on the disability committee and invocation committee.
Loran lives in Spokane, Washington with his wife and two children. In his free time, Loran enjoys snow skiing, reading, and creative writing.
The Certified Financial Planner Board of Standards, Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNER™ marks in the U.S., which it awards to individuals who successfully complete CFP Boards.