Lorene Wenz

Lorene Wenz has held various positions in the financial and higher education sectors, from being a Graduate Admissions Counselor at Concordia University Irvine to a Registered Client Associate at Merrill Lynch. Currently serving as a Sr. Client Relationship Associate at EP Wealth Advisors since February 2020, Lorene's extensive experience includes roles such as Office Manager at Quick & Reilly and Legal Compliance at Capital Group | American Funds. A dedicated professional contributing to the Great Commission of Christ, Lorene excels in consultative marketing, compliance guidance, and client services within the financial industry.