Lorene Wenz is a Client Service Associate who handles account maintenance, money movement, wire transfers and reception. She got into financial services because she wanted to help her elderly family members go into retirement with a nest egg. Prior to joining EP Wealth Advisors, she worked in financial services for more than 10 years at Capital Group, Merrill Lynch, and Quick & Reilly. She earned her MBA from Concordia University and her BA from California Lutheran University. In her spare time, she likes to watch Marvel movies, read novels, and write poetry.