Randy Larson, J.D., LL.M., CFP®
Partner, Financial Advisor
Jeff Larson
Partner, Financial Advisor
Brian Sanguinet
Financial Advisor
Nathan Brooks
Partner, Financial Advisor
Brad Meyers, CFP®
Partner, Financial Planner
Josh Statler
Financial Planner
Melissa Cossarini
Client Service Manager
Kaitlyn Helmich
Client Service Manager
Stephan McKee
Financial Advisor
Jon Lester
Financial Advisor
Keyonna Williams
Client Services Manager
Tim Moore
Financial Advisor
Lulu Geary
Office Administrator
Jenny Lape
Client Services Manager
Cole Tourrette
Trading Operations Associate
Pavin White
Director of Operations
Jenna Andrawos
Financial Planner
