Reed Lohrenz
Reed Lohrenz is a dedicated financial professional, committed to delivering the highest standard of service and professionalism to each of his clients. As the Co-Founder and Managing Partner of Entrust Wealth Management and an Investment Advisor Representative with United Planners Financial Services. Reed focuses on understanding his clients' financial situations and experiences to provide accurate and quality information tailored to their unique needs.
Driven by his mission to help people achieve their financial goals and dreams, Reed takes pride in offering products and services that align with his client's objectives. With over two decades of experience in the financial services industry, Reed has built a reputation for demonstrating genuine concern for his clients and delivering excellent service, helping to ensure they feel confident in their chosen financial strategies.
Reed's passion for assisting others extends beyond his professional endeavors. He earned his Bachelor's degree from Fort Hays State University, majoring in communications and psychology, and pursued graduate studies in Counseling.
Additionally, Reed holds a degree in Ministerial Studies and Missions from the Sunset International Bible Institute.
Transitioning from a 25-year career in preaching in Kansas and Arizona, Reed redirected his efforts towards financial services in 2000, starting with Metropolitan Financial Services. He is a Registered Representative and an Investment Adviser Representative, holding Series 6, 7, 65, and 63 licenses.
Furthermore, Reed is licensed in Life, Health, and Property / Casualty insurance in Arizona and several other states.
Outside of his professional commitments, Reed remains active in his community, serving at the Central Church of Christ in Yuma as a teacher. In his leisure time, he enjoys reading, traveling, hunting, fishing, and cherishing moments with his wife of 49 years, Kathy, their two daughters, and six grandchildren.
Securities and Advisory Services are offered through United Planners Financial Services, Member FINRA/SIPC. United Planners and Entrust Wealth Management are not affiliated companies.
Daniel Parks
Advisor Representative, United Planners Financial Services
With over 25 years of experience in retirement, financial, and estate planning, Daniel Parks has dedicated his career to educating and assisting families and business owners in achieving their financial goals. As a co-founder and managing partner of Entrust Wealth Management, and an advisor representative of United Planners Financial Services, Daniel brings a personalized approach to financial advising. He prioritizes understanding the unique needs and goals of each client, believing that a strong personal connection is the foundation of effective financial planning.
Daniel's approach involves identifying clients' goals, designing customized plans, and implementing and monitoring these plans over time. His commitment to making the financial planning process as easy and stress-free as possible is central to his practice, reflecting his belief that his business is fundamentally about people and their financial well-being.
Originally from Minnesota, Daniel moved to Yuma, Arizona in 1986, where he attended Yuma High School (Go Crims!). He earned his bachelor's degree in business finance from Iowa State University and holds several professional designations, including registered securities principal.
Beyond his professional life, Daniel has been involved in several charitable and community organizations. He has a passion for the great outdoors, relishing the diverse landscapes Arizona offers, from the southwestern desert to the White Mountains in the north. In his personal time, Daniel enjoys hiking, biking, camping, hunting, fishing, and restoring classic cars. Above all, he cherishes spending time with his five children and two grandchildren.
Daniel Parks is dedicated to helping clients succeed financially while fostering strong, personal relationships. He believes His over 25 years of experience has uniquely positioned him as a trusted advisor and advocate for his clients' financial well-being.
Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC. United Planners and Entrust Wealth Management are not affiliated.