business administrator & sr. paraplanner As Business Administrator & Sr. Paraplanner, Margaret oversees the intricacies of operations, including marketing, onboarding, event planning, and client engagement. An engaging and passionate customer service expert, she is committed to anticipating her clients’ needs and exceeding their expectations. Before joining WorkOptional in 2017, Margaret was the Marketing & Membership … Continued
Partner & senior Advisor, MBA, CFP® Jason is a Partner and Senior Advisor. Before joining WorkOptional nearly 20 years ago, he was with A.G. Edwards and worked in institutional securities where he provided his clients with a spectrum of services ranging from research to securities distribution. After that, he spent time at Smith Barney working … Continued
INVESTMENT & PLANNING STRATEGIST David Thyen has been a valuable member of Larson for five years, contributing to his seven-year career in the industry. He thrives in a fast-paced environment, enjoying the dynamic and team-oriented atmosphere where everyone supports each other like family. David specializes in financial plan construction, investment research and analysis, and portfolio … Continued
CLIENT SERVICE MANAGER Mary Odevich has been an integral part of Larson since 2012, witnessing and contributing to the firm’s significant growth and office relocations over the years. She values the close-knit, collaborative nature of her team, appreciating how everyone comes together to address urgent client needs with a collective, all-hands-on-deck mentality. Specializing in client … Continued
DIRECTOR OF OPERATIONS Melanie Young has been a valued member of Larson Financial Group since November 2022, bringing a wealth of expertise from her extensive career in the Financial Services industry, which commenced in 2015. As the Director of Operations, Melanie adeptly oversees the daily operations of the office, ensuring that all processes run smoothly … Continued
Director of OPERATIONS
Executive Assistant Michelle is a highly dedicated and organized individual, with a creative passion and genuine smile. You will often speak with Michelle on the phone or see her when you are in the office, though it may be someone else connecting with you about your account specifics. Michelle is truly pleased at the wealth … Continued
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