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TEAM 25 IS
HERE FOR YOU

TEAM 25 IS HERE FOR YOU

25 Financial is a private wealth management firm providing financial planning for physicians, business owners, entrepreneurs, and other high-net-worth accredited investors. Our wealth advisors stand for integrity, experience, and over-the-top service, understanding what it takes to help our clients achieve more of both time and money.

Invest with partners you can trust to help you make the most of every dollar, hour, and opportunity. Allow us to help you clarify your goals and execute your plan with rigor, progress, and accountability. Let us work for you so that you can live your life to its fullest potential.

Our Mission

We apply comprehensive insight in the best interest of our clients to help them achieve more of both time and money.

Our Mission

We apply comprehensive insight in the best interest of our clients to help them achieve more of both time and money.

Our Vision

To help our clients and team live life to its fullest potential.

Our Vision

To help our clients and team live life to its fullest potential.

Our Values

Character. It matters. It’s our mission to earn and keep your trust, operating as fiduciaries with the highest degree of honesty, integrity, and transparency.

Momentum. We deliver results. We help clarify your goals and then execute your plan with rigor, progress, and accountability.

Stewardship. You’ve worked hard for what you have, and we’re here as partners to help you make the most of every dollar, hour, and opportunity.

Our Values

Character. It matters. It’s our mission to earn and keep your trust, operating as fiduciaries with the highest degree of honesty, integrity, and transparency.

Momentum. We deliver results. We help clarify your goals and then execute your plan with rigor, progress, and accountability.

Stewardship. You’ve worked hard for what you have, and we’re here as partners to help you make the most of every dollar, hour, and opportunity.

Our Partners

Jeff Larson

Partner, Financial Advisor

(314) 745-8100

Randy Larson

Partner, Financial Advisor

(314) 749-1968

Brad Meyers

Partner, Financial Advisor

(714) 222-4902

Nathan Brooks

Partner, Financial Advisor

(319) 400-0819

Our Advisors

Brian Sanguinet

Senior Financial Advisor

(314) 614-9846

Jon Lester

Senior Financial Advisor

(540) 905-5855

Tim Moore

Financial Advisor

(636) 535-4699

Stephan McKee

Financial Advisor

(314) 907-0145

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.
Connect to learn how you can achieve your financial goals with Team 25

Our Client Services Team

Kaitlyn Helmich

Director of Client Services

(314) 358-9537

Keyonna Williams

Senior Client Services Manager

(314) 744-9867

Jenny Lape

Client Services Manager

(314) 892-6096

Lauren Ayres

Client Services Associate

(314) 916-4934

Sarah Butcher

Client Services Associate

(314) 607-6488

Our Operations Team

Pavin White

Chief Operating Officer

(317) 910-6017

Cole Tourrette

Associate Portfolio Manager

Lulu Geary

Operations Associate

Caleb Partney

Senior Accountant

Noah Phlipot

Trading Operations Associate

Zander Arnold

Junior Accountant