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.


The 25 Financial Support Team

Melissa Schlag

Client Service Manager

Kaitlyn Helmich

Client Service Manager

Keyonna Williams

Client Service Manager

Josh Statler

Financial Planner

Jenna Andrawos

Client Service Manager
Jenny Lape
Client Service Manager
Pavin White
Director of Operations
Cole Tourrettee
Trading Operations Associate
    Robbie Geary
    Trading Operations Associate
    Lulu Geary
    Office Administrator
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