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LionsGate Advisors has Merged with Larson
LionsGate Advisors has merged with Larson, forming a powerhouse in the financial services industry. This connection brings together two highly respected companies, and combines LionsGate Advisors’ expertise with insurance planning and investment management, and Larson’s experience in alternative investments and holistic financial planning. With this partnership, Larson is well-positioned to provide even greater value to its clients and strengthen its position as a leading financial services firm.
Empowering All to Flourish!
LionsGate clients now have access to a full suite of financial services, robust technology infrastructure, and a full-service operations team with insurance, IT, and marketing support. This integration of resources empowers everyone to benefit from the combined expertise and resources of two highly respected firms.
Same Great Team
Jonathan Krueger
Partner & Director of Insurance
Jonathan Krueger co-founded LionsGate Advisors with a vision of creating a truly exceptional experience for his clients. Since 2000, Jonathan has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors’ clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states.
Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.
In addition to private wealth management, Jonathan holds his Certified Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital.
Raised in Texas and a long-time resident of Colorado, Jonathan and his wife Andrea moved to St. Louis in 2014. Outside of the office, Jonathan can be found spending time with family or enjoying the great outdoors playing a round of golf.
Contact Jonathan Krueger
Mark Ralfs
Senior Financial Planner
Contact Mark Ralfs
Jorge Ruiz Gomez
Financial Planner
Contact Jorge Ruiz Gomez
Rachel Newcomb
Client Service Manager
Contact Rachel Newcomb
Rachael Piel
Client Service Manager
Contact Rachel Piel
Wilma Gittinger
Executive Liason
Contact Wilma Gittinger
You Got Here.
Larson Will Get You There.
“Larson has a robust investment and insurance platform that has allowed us to diversify the solutions we offer to our clients. Leveraging the back-office support for H&R, Accounting and I.T. has simplified my life tremendously. From the day we founded our practice, we’ve made it our goal to provide superior service to our clients. This partnership with Larson helps us sustain these goal and offers our clients enhanced services, opportunities, and technology. I’ve found that individuals seeking business continuity or succession planning often ask themselves, ‘Why did I do this?’ My answer to that is simple: Larson makes a commitment to success and gets it done. The integration is rewarding, and it is absolutely worth it.”
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Company Values
- Empowering All to Flourish
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. - Vision: One-Stop Financial Resource
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. - Goal-Oriented, Servant-Leaders with a Warrior Spirit
An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and “raving fan” clients are the result of our commitment to excellence.