Justin Rivera

Financial Planner, CFA®, CFP® Justin is a seasoned financial planner with over a decade of experience guiding clients through the complexities of wealth management and long-term planning. He brings a disciplined, no-nonsense approach to financial advice, grounded in deep technical knowledge and a clear commitment to doing what’s best for each client. Justin began his … Continued

Michael Kotila

Financial Planner, CFP® Mike is a senior CERTIFIED FINANCIAL PLANNER ® professional at Larson Financial Group, where he excels in complex financial planning, portfolio design, tax planning and estate strategies for high-net-worth families and business owners. For two decades now, he has served as a fiduciary and financial steward of high integrity. Mike has the … Continued

Liz Switzer

Senior Financial Planner, CFP® Liz Switzer is a senior CERTIFIED FINANCIAL PLANNER™ professional at Larson Financial Group, where she specializes in complex financial planning, estate strategies, and tax planning for ultra high net worth families and business owners. With over a decade of experience, Liz is passionate about helping clients bring clarity to their financial … Continued

Josh Lochstampfor

Financial Planner Josh began his journey with Larson Financial as an intern in June 2024 before transitioning to a full-time role in October. In his time with the firm, he’s grown to appreciate the close-knit, family-like environment of his team, where collaboration and support are at the heart of their success. Originally from Chapin, South … Continued