Teams at Larson Financial Holdings, LLC

Lead and scale investment research and portfolio management for a multi‑strategy RIA platform. Build macroeconomic models and risk programs, oversee asset allocation, portfolio construction, and options overlay, produce market commentary, engage advisors and HNW clients, and build a research team while implementing analytics and reporting tools.

Provide advanced federal and state tax planning for high-net-worth individuals, corporations, partnerships, and trusts. Run tax projections, review complex returns, research multi-state tax law, collaborate with advisors and firm leadership, and leverage tax software and technology to improve client outcomes and firm strategy.

Lead client meetings, collect and analyze client data, build tailored financial plans, create insurance illustrations and investment recommendations, manage onboarding and ongoing service, maintain CRM and planning software, track milestones, resolve client inquiries, and cultivate referrals while ensuring regulatory compliance and high-touch client service.