MEET TEAM 25

Our team values hard work. We also enjoy life, and we strive for our clients to enjoy more of their lives, as well. Through our punctual responses and accessibility, we work with our clients to define their goals and understand their values. We then design a plan to achieve these goals in the most tax-efficient manner possible.

RANDY LARSON

J.D., LL.M., CFP®, PARTNER, FINANCIAL ADVISOR

Randy is a trusted resource for doctors and high-net-worth individuals and families, offering comprehensive financial planning as well as rare alternative investment  opportunities for his clients. Randy earned his J.D. and LL.M. in Taxation from Washington University in St. Louis. Randy is a Certified Financial Planner® as well as a Missouri-licensed attorney. In addition to co-founding 25, he founded The Larson Law Firm, LLC, practicing in the areas of estate planning, business law, and asset protection for physicians and dentists. When Randy is not playing with his five children or going on a date night with his wife, he enjoys riding his dirt bike and studying theology and philosophy.

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JEFF LARSON

PARTNER, FINANCIAL ADVISOR

Since 2004, Jeff has offered guidance to high-net-worth individuals and families, helping clients acquire financial independence as well as rare alternative investment opportunities for investors seeking higher rates of return while mitigating risks. Jeff is constantly exploring opportunities to achieve his clients’ goals. He regularly takes due diligence trips to meet with the executive teams that operate the investment opportunities he recommends. Additionally, Jeff invests in his team, fostering strong relationships and a culture with a common purpose. Jeff and his wife, Kim, live in St. Louis with their five kids. In addition to work, they enjoy hiking, biking, motorcycling, fishing, camping, boating, mini-golf, and just about anything else outside with friends and family.

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BRIAN SANGUINET

FINANCIAL ADVISOR

Brian Sanguinet has a passion to work with physicians and their families to construct a comprehensive financial plan. He knows that a physician’s time with his or her family and patients is most important. Brian holds a degree in Finance from the University of Missouri-Columbia as well as his Series 7, Series 66, and Series 63 licenses. In his spare time, Brian enjoys advanced strength training, recreational sports, traveling to new countries, and volunteering for a youth wrestling team.

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NATHAN BROOKS

FINANCIAL ADVISOR

Coming from a family with a long legacy in medicine, Nathan understands the lifestyle and time constraints of physicians. He helps physicians accumulate and protect wealth so they are free to focus on family and medicine. He helps clients formulate goals and then execute a plan to reach them. Nathan holds several designations including his Series 7, Series 66, and Life and Health Insurance licenses. Nathan graduated from Biola University in La Mirada, CA. He enjoys traveling with his wife, live music, and being involved in his local church.

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BRAD MEYERS

FINANCIAL PLANNER

Brad focuses on comprehensive financial planning for physicians in Orange County, San Diego and Northern California. He’s passionate about helping clients develop goals and a sound financial plan to take the stress off of everyday life. He covers everything from risk management to investments to asset protection. Brad holds a CFP designation as well his Series 7, Series 66, and Life/Health. Brad lives in Mission Viejo, CA, with his wife, Natalie. In his spare time, he enjoys running, traveling, mountain biking, body surfing and going to concerts.

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JOSH STATLER

FINANCIAL PLANNER

Josh graduated from the University of Missouri – Columbia with a B.S. in financial planning and a minor in business. He worked in the banking industry for two and a half years before joining the financial planning industry (working exclusively with physicians) in January of 2010. He holds his Series 7 and Series 66 licenses. Josh and his wife Natalie live in Manchester, MO, with their daughter Ainsley. Josh enjoys spending time with his family, golfing, and reading anything about finance, economics, or politics.

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MELISSA COSSARINI

CLIENT SERVICE MANAGER

Melissa attended Lindenwood University where she graduated in 2008 with a B.A. in Journalism and her M.A. in Communications in 2009. After graduation, she joined the financial planning industry and currently works as a Client Service Manager at 25. Melissa lives in St. Charles, MO. She enjoys being with family and friends, traveling, running, and playing fetch with her two dogs.

KAITLYN TOURRETTE

CLIENT SERVICE MANAGER

Kaitlyn joined the financial industry as a client service manager in 2012.  She serves as a trusted and reliable resource to high-net-worth clients all over the country.  She resides in St. Louis, MO, where she enjoys hiking with her boyfriend and German Shepherds, yoga and cooking/baking.

Zachary Cox

PORTFOLIO MANAGER

Zack understands the needs of investors and advisors alike, and constantly assists both in identifying the best possible ways to manage their portfolios more efficiently.  Before joining 25, Zack spent nearly 5 years consulting for wealth management firms across the country, ultimately specializing as a Trading Consultant for Envestnet | Tamarac (the leading provider for rebalancing and trading technology in the independent RIA space).  In his time with Tamarac, Zack executed the implementation of Tamarac Trading for over 65 firms looking to build out their trading procedures from the ground up.  He holds both his Series 7 and Series 66 licenses.  Zack lives with his wife Sara in Raleigh, NC where he spends most of his spare time golfing, sitting by the fire, or spending time with his two children Alaia and Fletcher.

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