Our Partners

Randy Larson

Partner, Financial Advisor, J.D., LL.M.

Jeff Larson

Partner, Financial Advisor

Nathan Brooks

Partner, Financial Advisor

Brad Meyers

Partner, Financial Planner, CFP®

Randy Larson

Partner, Financial Advisor

Jeff Larson

Partner, Financial Advisor

Nathan Brooks

Partner, Financial Advisor

Brad Meyers

Partner, Financial Planner

Our Advisors

Brian Sanguinet

Senior Financial Advisor

Jon Lester

Senior Financial Advisor

Tim Moore

Financial Advisor

Stephan McKee

Financial Advisor

Brian Sanguinet

Senior Financial Advisor

Jon Lester

Senior Financial Advisor

Tim Moore

Financial Advisor

Stephan McKee

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.

Our Client Service Team

Kaitlyn Helmich

Director of Client Services

Keyonna Williams

Sr Client Service Manager

Jenny Lape

Client Service Manager

Lauren Ayres

Client Service Associate

Sarah Butcher

Client Service Associate

Kaitlyn Helmich

Director of Client Services

Keyonna Williams

Sr Client Service Manager

Jenny Lape

Client Service Manager

Lauren Ayres

Client Service Associate

Sarah Butcher

Client Service Associate

Our Support Team

Pavin White

Chief Operating Officer

Cole Tourrette

Trading Operations Associate

Lulu Geary

Operations Analyst

Caleb Partney

Staff Accountant

Jacob Schulenburg

Trading Operations Associate

Hailey Ennis

Accounting Associate

Pavin White

Chief Operating Officer

Cole Tourrette

Trading Operations Associate

Lulu Geary

Operations Analyst

Caleb Partney

Senior Accountant

Jacob Schulenburg

Trading Operations Associate

Hailey Ennis

Accounting Associate