As Chief Investment Officer and President of Advisory Services at Larson Financial Holdings, Sam Lawhon oversees the firm’s investment philosophy, portfolio strategy, and advisory framework. This helps us ensure we continue to deliver sophisticated, data-driven solutions that help clients flourish. 

Sam’s journey with Larson began through the firm’s acquisition of Intrua Financial, a Houston-based advisory practice. Sam’s talent for blending research, analytics, and leadership quickly propelled him from Research Assistant to Director of Investments, and ultimately to Chief Investment Officer in 2025. 

With a lifelong passion for the intersection of business and finance, Sam is dedicated to developing institutional-quality investment strategies tailored to the long-term goals of each client. His team leverages advanced analytics, disciplined diversification, and deep due diligence to help investors pursue meaningful growth while maintaining balanced risk. 

Beyond the numbers, Sam takes pride in the “why” behind the work: helping people make confident decisions about their financial future. He thrives on seeing clients’ goals transform into measurable outcomes, guided by Larson’s mission to empower all to flourish. 

When he’s not studying market trends or refining strategy, Sam enjoys exploring the outdoors with his wife and diving into financial literature (although she might say he does the latter a bit too enthusiastically). They are also newly proud parents who welcomed their first child, a healthy baby boy, early in 2025.