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Latest Posts
Rosie Burch
Matt Lavoie
Financial Planner, CFA® Matt Lavoie is a seasoned financial planner with a wealth of experience in guiding clients through their financial journeys. He earned his Bachelor’s degree in Finance from the University of North Carolina Wilmington in 2006 and has since built a distinguished career marked by his commitment to excellence and strategic insight. Matt … Continued
Kathleen Santiago
Senior Financial Planner, CIMA® Kathleen Santiago is an experienced financial planner at Larson Financial Group in Denver, CO, where she leverages her CIMA® (Certified Investment Management Analyst) designation to deliver sophisticated investment strategies and comprehensive financial planning. With over a decade of experience in financial services, Kathleen has developed a deep passion for helping clients … Continued
John Fischer
Financial Advisor, CFA®, CFP® John’s passion for wealth management ignited early, driven by a deep curiosity about the markets – how they work and what drives their fluctuations. He sees the opportunity to guide individuals toward achieving life’s most important goals as a meaningful way to serve others and make a lasting impact in his … Continued
Blake Bredensteiner
senior Financial Planner A native of St. Charles, MO, I graduated from Lindenwood University in 2018 with a BA in Finance. I am fully licensed with my Series 7, 63, 65, and life/health licenses, equipping me to offer personalized, comprehensive financial guidance that meets the unique needs and goals of my clients. Currently, I live … Continued
Kyle Danner
CERTIFIED Financial PLANNER cfp® Kyle Danner is a Senior Financial Planner with Larson Financial Group. He enjoys listening to what his clients’ goals are and crafting plans to help his clients attain those goals, all while still understanding their current circumstances. A Certified Financial Planner (CFP®), Kyle specializes in problem solving to help make his … Continued