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
