John Lohrenz is the financial expert for Live Fit Magazine. Watch his segments for financial information. Have a question? Send him an email at john [dot] lohrenz [@] lll [dot] com.
John Lohrenz founded JKL Wealth Management in 2009 with the goal of providing guidance to families so they can work to establish lifetime income and manage their multi-generational wealth to pass on their legacy to new generations.
Prior to founding his own company, John started his career with Shearson Lehman Brothers in the early 90s and then joined Merrill Lynch, for 15 years. His tenure as Vice President and Manager of the UTC office at Merrill Lynch was highlighted by being named Manager of the “year” for the U.S. in 2004. ( Based on Revenue, Assets, and Head count growth )
John managed a large stable of financial advisors through the dot com bubble and bust, plus the 2008-2009 global financial crisis. This is what sets him apart from other financial advisors.
Working with clients and advisors during those difficult times allowed John to increase his industry knowledge and skills at an accelerated rate and gave him a unique perspective. He fielded all the calls from unhappy clients and resolved hundreds of issues many advisors never have to deal with. Seeing what went wrong in those times and situations was very valuable and has shaped John’s skill set in managing wealth for families at JKL Wealth Management. Like having a captain of a ship that has been through a thousand storms John knows what to do and what not do when things get rough.
Guiding advisors and clients alike through these challenging financial times has provided John with tremendous depth and experience to draw from to manage the wealth for his clients at JKL Wealth Management. Visit his website, JKL Wealth Management.
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