Education, Certifications, Accreditations

  • Master of Business Administration, Kansas University
  • Bachelor of Arts in Journalism, Union College in Lincoln, Nebraska
  • Bachelor of Science in Business Administration, Union College in Lincoln, Nebraska
  • CERTIFIED FINANCIAL PLANNER™ Certification

Professional Associations 

  • Healthcare Financial Management Association (HFMA)
  • Financial Planning Association (FPA)

Community Involvement 

  • FPA Minnesota – Acting Director of Pro Bono Committee, transitioning to Director
  • Community Education – Volunteer
  • Arrowhead Regional Development Commission – Volunteer

Bruce Lorenz, CFP®, MBA

Bruce Lorenz joined the financial services industry to help people achieve their financial goals, plain and simple. Bruce spent his early career managing finances for healthcare organizations and transitioned to direct financial planning services so he could work one on one with individuals, helping them plan for the future and live their best life. As our Vice President of Financial Planning, Bruce is able to share his knowledge and experience with individual, family and business clients, as well as the MPPL financial planning team. Building client relationships, analyzing data, developing and implementing financial strategies, and monitoring progress are just a few of the tasks that keep Bruce busy each day. The best part? Being part of a team that helps clients succeed.

Bruce is very active in the Duluth community, bringing his passion to help others into every aspect of his life. Blending his experience in the healthcare industry with his financial planning knowledge, Bruce is perfectly positioned to help people access and understand Medicare. When he’s not providing financial guidance, you can often find Bruce enjoying a run or playing pickup basketball games at the gym. Bruce is also an avid music lover, a talented pianist, and piano instructor.

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