Denise Lorenz, JM, FRP

“For our own success to be real, it must contribute to the success of others.” – Eleanor Roosevelt

Denise Lorenz is a skilled paralegal and compliance professional with a background in financial regulation. Born in Illinois and raised in Key West, she now calls Orlando home, as well as the place where she’s built her thriving legal career at a sophisticated wills, trusts, tax and estate planning law firm and now also applies her compliance expertise to help protect clients’ finances.

Detail-oriented, organized and with decades of experience, Denise ensures everything runs smoothly while maintaining regulatory integrity. Denise works closely to support clients who are managing estate, trust, probate and tax matters. On the compliance side, Denise oversees custody, client accounts and SEC-mandated documentation, including our annual ADV filing and matters concerning our bill pay service. With her broad base of experience and knowledge, her role continues to evolve, and she is eager to expand her responsibilities within our team to have an even greater impact on the individuals and families we serve. Outside of work, Denise enjoys time at the beach, being with her four kids and cheering on her alma mater.

Education

• Florida State University College of LawJuris Master in Financial Regulation and Compliance
• Florida State UniversityBachelor's of Science in Criminology