Founder & Financial Advisor

Loren Sherman

CFP®RICP®AIF®CRC®CKA®WMCP®

“I’m passionate about helping people prepare for and get the most out of their retirement.”

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Loren Sherman, Founder & Financial Advisor — 01 / 08Founder, Integrity Wealth Management

2005: graduated from Central College in Pella
2006: joined the financial services profession
6 designations: CFP® RICP® AIF® CRC® CKA® WMCP®
3 rescue dogs: Callie, Roxy, and Mr. Edward

Professional

It started
with one word:
“why?”

Curiosity is how Loren runs his firm: always looking for ways to improve upon the status quo.

View designations

When I was much younger, I would sometimes drive my parents and teachers crazy by constantly asking “why?” I was always curious, and a simple answer of “that’s just the way it is” never satisfied.

I’ve embraced this way of thinking within my firm, always looking for ways to improve upon the status quo. One of my favorite quotes from Mark Twain resonates, “When you find yourself on the side of the majority, it’s time to pause and reflect.”

I’m passionate about helping people prepare for and get the most out of their retirement. This has been an ongoing mission ever since graduating from Central College in 2005 and joining the financial services profession the following year.

Always striving to get better

I love to learn—whether it’s from reading books, participating in study groups, completing financial designations, or attending financial planning conferences, I’m always striving to get better.

01Reading books
02Study groups
03Financial designations
04Financial planning conferences

Wellness, planned alongside wealth

One avenue this has led to is taking a deep dive into health and nutrition. I believe it’s important to integrate wellness planning with financial planning so retirees can enjoy the fruits of their labor without worry of health constraints slowing them down!

“When you find yourself on the side of the majority, it’s time to pause and reflect.”

Mark TwainOne of Loren’s favorite quotes

Designations

Six designations,
one aim.

Each one is part of Loren’s commitment to keep learning. See what every designation means, in his words.

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Personal

From Lake Mills
to Waukee.

Iowa, start to finish. Here’s the road that brought Loren home.

Where he grew up

Lake Mills

A small town in northern Iowa.
Central College

Pella

He graduated in 2005 and joined the financial services profession the following year.
Where he met Ashley

Des Moines

After college he made his way to Des Moines, and eventually found his wife, Ashley.
Home since 2018

Waukee

Loren and Ashley live here with their three rescue dogs. Integrity’s office is here too.
Hope Church

West Des Moines

Loren and Ashley are members, always looking for more ways to make a difference in the community.

I grew up in Lake Mills, a small town in northern Iowa. After attending Central College in Pella, I made my way to Des Moines and eventually found my wife, Ashley.

In 2018, Ashley and I moved to Waukee where we now live with our three rescue dogs—Callie, Roxy, and Mr. Edward. When I’m not working with clients or relaxing with my family, I can often be found on the bike trails, a golf course, or enjoying anything outdoors.

Ashley and I are also members of Hope Church in West Des Moines, and we’re always looking for more ways to make a difference in the community.