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

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.

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