Meet The Team

We believe you deserve the best thinking of a team of specialized financial professionals.

We also believe that our team’s combined education, experience, and certifications best serve your financial interests as a client.

  • Each member of the team represents a set of financial skills and knowledge
  • Certified Financial Planners™ (CFPs®) are responsible for the development and execution of our client’s financial plans.
  • Chartered Financial Analysts® are responsible for the management of our client’s investment portfolios. 
Lance Larson

Lance Larson

Managing Member & Founder
Reid Larson

Reid Larson

Managing Member & Founder
Jeff Rosenthal

Jeff Rosenthal

Chief Compliance Officer
Woody Rash

Woody Rash

Managing Director
Joe Witkowski

Joe Witkowski

Paraplanner
Kaitlyn Hedger

Kaitlyn Hedger

Client Service Manager

Our Industry Partners

ebook

Complimentary eBook:

10 Bad Money Habits Affluent Investors Should Avoid in a Down Market

If you have savings of $500,000 or more, it's essential to make intelligent, informed decisions about managing your money when the market is down or volatile.

Download Now
handshake