Larson Financial's reputation for excellence is built on our long-term commitment to responsible financial management for medical specialists. Using a personalized, comprehensive planning approach, our primary goal is to help doctors successfully navigate through their many unique financial options. 

We specialize in helping physicians protect and accumulate assets by providing services like: 	
Asset Protection, Investment Management, Tax Planning, Employee Benefits & Pensions, Practice Management, Retirement Planning, Contract Negotiation, Mortgage Planning, Risk Management, and Estate Planning

Advisory services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, member FINRA/SIPC.

Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services. Please consult the appropriate professional regarding your legal or tax planning needs.


Investment Management

Larson Financial

Brian Fernandez

Danielle Gaines

Lora McKee

Alec McDaniel

Melanie Young

Jane Kohler

Anthony J. Ferrara

Alex Davis

Michael Hermann Cfp® Chfc®

Chris Sommer

Marcy Julius

R Scott Miller

Rose Maresca

Ed Ramsey

Kelly Eisenloeffel

Jon White

The Sales and Client Services team at Larson Financial is dedicated to fostering relationships with medical specialists by delivering tailored financial solutions. This team manages client accounts, facilitates the onboarding process, and provides ongoing support for services such as asset protection, retirement planning, and investment management. Their role ensures client satisfaction and growth by aligning Larson Financial’s personalized strategies with each medical professional’s unique needs.

Sales and Client Services

Financial Planning Team

Leadership Team

Sales and Client Services

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Team members

Other teams at Larson Financial

Financial Planning Team

Leadership Team