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 Technical Support team at Larson Financial ensures seamless operation of the company's technology infrastructure, providing prompt assistance and troubleshooting to both staff and clients. The Help Desk Technicians address and resolve everyday technical issues, the IT Support Technicians maintain and optimize system performance, and the Salesforce Solution Designer customizes and supports the firm's Salesforce platform to enhance client relationship management. Together, they enable efficient use of technology to support the financial management services offered to medical specialists.

Technical Support

Financial Planning Team

Leadership Team

Sales and Client Services

Technical Support

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Team members

Other teams at Larson Financial

Financial Planning Team

Leadership Team

Sales and Client Services