Lars has worked in financial services since 1993, specializing in wealth management. He helps closely held business owners, individuals, and families develop their financial plans, manage their assets, and achieve their investment goals. Lars also provides corporate cash management and insurance analysis for his clients and leads the firm’s personal financial planning technical discipline group.

Lars is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 65 and life insurance licenses.

Professional Affiliations

  • Member, Financial Planning Association
  • Member, Financial Planning Association of Puget Sound


  • BS, finance, Central Washington University
  • Graduate, College for Financial Planning

Insights from Lars Landrie