Industry Expertise

Practice Focus

Biography

Lars has been in public accounting 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 insurance analysis for his clients and leads the firm’s personal financial planning technical discipline group.

Lars is a Certified Financial Planner™ practitioner, an Accredited Investment Fiduciary Analyst, and holds Series 65 and life insurance licenses.

Professional Affiliations

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

Education

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