James V. Lorentsen, CPA

Principal & Vice President, Treasurer

James joined Performance Trust in 1997, where he presently serves as a Financial and Operations Principal. In addition, he is a CPA and General Securities Representative and assists customers from time to time with regulatory, accounting and tax issues at their institutions. 

Prior to joining the firm, James spent 10 years at Crowe Chizek and Company LLP, where he managed the financial statement audits of community banks and other financial institutions. He also provided acquisition and tax consulting to other financial institutions. 

James holds a Bachelor of Arts degree in economics from Wheaton College.