Biography

Lars has been helping closely held business owners and high net worth individuals develop their financial plans, manage their assets, and achieve their investment goals since 1993. Lars also provides insurance analysis for his clients and leads the firm’s personal financial planning technical discipline group, which sets the policy and procedures for personal financial planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary Analyst, and holds Series 6, 7, 63, 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