MEET TEAM 25
Click to Connect
MEET TEAM 25
Click to Connect
Randy Larson, J.D., LL.M., CFP®
Partner, Financial Advisor
Jeff Larson
Partner, Financial Advisor
Nathan Brooks
Partner, Financial Advisor
Brad Meyers, CFP®
Partner, Financial Planner
Brian Sanguinet
Financial Advisor
Stephan McKee
Financial Advisor
Jon Lester
Financial Advisor
Tim Moore
Financial Advisor
TEAM 25 IS HERE FOR YOU
At 25 Financial, we know that wealth management for physicians and high net worth investors requires dedication, accuracy and accountability. Our team is ready to put your financial plan into action by utilizing experts in a variety of fields, including insurance, taxes, retirement planning, employer benefits, estate planning, employment contracts and mortgage planning. When you partner with Team 25, you can rest assured that we will be investing more so that you can enjoy more.
TEAM 25 IS HERE FOR YOU
At 25 Financial, we know that wealth management for physicians and high net worth investors requires dedication, accuracy and accountability. Our team is ready to put your financial plan into action by utilizing experts in a variety of fields, including insurance, taxes, retirement planning, employer benefits, estate planning, employment contracts and mortgage planning. When you partner with Team 25, you can rest assured that we will be investing more so that you can enjoy more.
The 25 Financial Support Team
Melissa Cossarini
Client Service Manager
Kaitlyn Helmich
Client Service Manager
Keyonna Williams
Client Services Manager
Josh Statler
Financial Planner
Jenny Lape
Client Services Manager
Pavin White
Director of Operations
Cole Tourrette
Trading Operations Associate
