Kimberly Lorenz

Kimberly Lorenz is the Chief Compliance Officer at Mercer Advisors. Prior to joining Mercer Advisors, Ms. Lorenz served as the Head of Compliance and Governance for BMO U.S. Wealth Management from January 2015 through January 2021. Ms. Lorenz has over 25 years of experience in the financial services industry, specializing in compliance and regulatory affairs. Ms. Lorenz is a graduate of the University of Illinois and holds a JD from Loyola University Chicago School of Law.

Kimberly Lorenz has a Bachelor of Arts in Business Administration from Fort Lewis College and is certified in CRCM.

Kimberly Lorenz works with Matt Cook - Managing Director, Kara Duckworth - Client Advisor and Managing Director of Client Experience, and William Perysian - Consultant, M&A. Kimberly Lorenz reports to Dave Welling, Chief Executive Officer.