Mike Lorenz, CPA, JD

Mike enjoys serving as a financial problem solver for clients, bringing the technical skills of a CPA, the problem-solving acumen of an attorney and the work ethic of an entrepreneur so clients can focus on running their businesses. It’s a great fit for a job in which his mission is helping clients make smart business decisions.

Mike works primarily in healthcare, real estate and construction, transportation and professional services industries. A frank, upfront adviser, Mike helps clients strategize on solutions to grow their business and steer clear of pitfalls. For those looking to invest in new ventures, Mike assists them through structuring, financing, negotiating contracts, and controlling internal and external costs, as well as tax planning. An entrepreneur at heart, Mike also shares a special affinity with individuals who strike out on their own. He helps them analyze the best option to sell, buy or expand; identify the best structure to transfer the business to the next generation; negotiate with lenders to get the best refinancing loan; and identify retirement plans that will allow high-income principals to maximize their savings. In addition, Mike understands the intersection of tax planning and wealth management, and works closely with clients and their financial advisers to help coordinate their financial plans.

• Lochmoor Country Club (Finance Chair)
• Grosse Pointe United Methodist Church (Finance Chair)
• Previously served as president of a transportation company; is currently a partner in an 80,000-square-foot soccer facility in suburban Detroit; is a partner in two commercial buildings
• State Bar of Michigan
• Michigan Association of CPAs
• American Institute of CPAs

Mike knows all about hard work, taking on a myriad of jobs starting at the young age of nine. Even at play, Mike works hard. A lifelong sailor, he’d rather be coaxing maximum speed out of his catamaran than catching a leisurely breeze in a mono-hull boat. On vacations, Mike would rather swim, hit golf balls, ride a bike or hook a fish than catch rays at poolside or the beach. Mike and his wife live in St. Clair Shores, Michigan, and have two adult children.