Paul D. Larson is the Chief Executive Officer of Larson Financial Holdings which is the parent company with multiple affiliate businesses under its stewardship. Larson Financial Holdings exists to Empower All To Flourish and we believe that is best done by focusing on our Colleagues, Clients and Communities by being a one-stop resource for them in all areas of their financial lives. We recognize the complexities that face investors, so we have created a platform that supports over 200 Advisors across over 30 states with over $4.6 billion of assets managed and are one of the fastest growing integrated financial companies in the country. Our list of services is extensive as well, Alternative Investments, Property Management, Real Estate Leasing, Retirement Planning, Tax and Accounting Services, Insurance, Asset Protection and many more.

Paul is also the founder of the Larson Financial Foundation, a charitable organization with the purpose of empowering international communities through sustainable business and sharing hope in places of greatest need. The foundation is actively working in Iraq, Kenya, India, Gambia, Sudan, Zambia, St. Louis, Indianapolis and other areas with outstanding business potential. Each year, a substantial portion of the profits from Larson Financial Holdings is given to the foundation to fulfill this mission.

A serial entrepreneur, Paul has helped launch and invest in over 42 businesses in 6 countries with over 300 employees under Larson Financial Holdings and the Larson Financial Foundation. He credits his PARTNERS AND TEAM with the ongoing success of these businesses and thanks the LORD for His faithfulness.

Paul is married to Rebecca and they have eight children – four of which are internationally adopted. Paul’s ambition is to work as an advocate for the less fortunate and work with his clients to leave a legacy for the next generation. That passion has led Paul to take trips to Africa to dig water wells and medical clinics for remote villages, to plant soy beans in Iraq and the Sudan, and to take doctor clients on trips to learn how to share their talents with those who need hope.

Colin Wiens is the President of Larson Financial Group and Larson Financial Securities, overseeing growth and efficiency efforts for the firm’s clients, colleagues, and communities. He initially joined Larson Financial Group to lead the Central Florida office and better serve the doctors and dentists in the southeast region of the United States.

In his financial planning practice, Colin strives to provide first-class service to physicians, helping them manage their financial circumstances so they can focus on the things most important to them. He holds his Bachelor’s and Master’s degrees in Business Administration and holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which is the hallmark planning credential given to those with extensive training in financial planning, investments and retirement planning.

 Colin and his wife, Cayla, live in Lakeland, Florida where they enjoy spending time with family and friends. They enjoy traveling, cooking, anything that comes from Apple and begins with an “i” and are involved in their local church.

After 13 years of working in the banking industry and dedicating a portion of his time to motivational speaking to students, Darin joined Larson Financial Group in 2008 to assist practicing physicians in Michigan, Northwest Ohio and Northeast Indiana. Darin earned his Bachelor’s degree in Finance and Business Administration from Butler University. While studying and playing basketball at Butler, Darin received numerous accolades both on and off the court. Most notably, in 1991 Darin was honored as the top free throw shooter in all of NCAA Division I basketball and named the Horizon League’s Player of the Year. On March 16th, 1992 he was also featured as the Player of the Week by Sports Illustrated. In culmination of Darin’s work ethic and dedication, he was recently named to Butler’s Sesquicentennial Team and inducted into the school’s Hall of Fame. Darin’s hard work and discipline on the court spill over directly in the way he lives his life and serves his clients. He would prefer his dedicated service to his clients speak louder than any honors he’s earned in the past. In addition to serving several physicians in private practice throughout Indiana, Michigan and Ohio, Darin also devotes a substantial portion of his time to serving the needs of the staff and graduating residents and fellows at the University of Michigan Medical School, the University of Toledo Medical Center, the Wayne State University School of Medicine, the Michigan State University College of Human Medicine and the Fort Wayne Medical Education Program*. Check the background of this investment professional on FINRA’s BrokerCheck

Brandon Barfield is the Director and Co-Founder of Student Loan Professor (formerly known as Doctors Without Quarters). DWOQ/SLP is our specialty division dedicated to student loan repayment and forgiveness strategies for graduate health professionals. Since 2011 Brandon has given hundreds of loan repayment presentations for schools, hospitals, and medical conferences across the country, and nationally known as student loan expert. He also serves as a consultant for hospitals looking to incorporate loan repayment into their recruitment strategies and compensation packages.

Previously, Brandon was a Financial Aid Supervisor at Kaplan University, worked in financial planning for The Henssler Financial Group, and served as an Enlisted Officer in the US Army. He earned a BBA in Finance from Kennesaw State University, as well as an MBA from Kaplan University. With his diverse background in financial aid, financial planning and student loan advisory, Brandon has a broad understanding of the intricacies surrounding student loans, loan repayment strategies, and how they should be considered when providers make other financial decisions.

Meet Alex Davis, a seasoned financial professional based in Indianapolis, Indiana.

With over a decade of experience in the financial services industry, Alex has developed a deep understanding of the complex financial needs of individuals and businesses. He is known for his ability to develop personalized investment strategies that are tailored to his client’s unique goals and objectives. He holds a bachelor’s degree in Financial Counseling & Planning from Purdue University,

Recently, Alex played a pivotal role in the strategic merger between Midwest Wealth and Larson Financial, bringing together two of the Midwest’s leading financial firms to offer an even wider range of services to clients. His expertise in corporate finance and strategic planning was instrumental in the success of the merger and the integration of the two firms.

When he’s not crunching numbers, Alex can be found on the golf course, a tennis court, or at the gym. His leisure time is spent with his wife Jenny and daughter Ava.

Anthony Ferrara joined Larson Financial Group in 2010 after serving his clients for over nine years at a major investment firm. Anthony is a financial advisor with Larson Financial Securities, holding his series 6, 63, 65 and 7 licenses, an investment advisor representative with Larson Financial Group and a licensed agent of life and disability insurance. Since 2001, Anthony has been a valuable, trusted resource for his clients. Anthony graduated from Bethel University with a Bachelor of Arts in Finance. After seeing the positive impact his father made on his own clients’ lives for over 30 years, Anthony went into the field of financial planning. Since starting his practice in 2001, Anthony has spent much of his time working with high net worth individuals on topics such as asset protection, aspects of estate planning, tax planning, retirement planning and risk management. Anthony is a frequent educational speaker for physician groups across the country. He has a passion for getting to know his clients and working with them to help achieve their goals. Anthony lives in Minneapolis, MN with his wife, Laura, and sons Vincent, Joseph and William. In his spare time Anthony is a semi-professional mountain bike racer, enjoys skiing, hiking, golfing and fishing. He and his wife are also very active in their local church and community. More than anything they desire to make a positive influence on the world and people around them. Check the background of this investment professional on FINRA’s BrokerCheck

Rick Frith is a partner and senior financial advisor who focuses on providing doctors and dentists with financial guidance, education and concierge planning services – allowing Rick’s clients to focus on their passions and create greater life balance. Since entering the financial industry a decade ago, Rick has guided his clients in bringing their finances in line with their personal values and goals. Rick’s experiences as a business owner and real estate investor also give him a unique perspective as he helps doctors and dentists navigate the challenges of running a successful practice. As a Senior Financial Advisor with Larson Financial, Rick is driven to provide his clients with unbiased advice and insight that is in their best interest, as well as lead other advisors in doing the same. Rick is also a member of Larson Financial Group’s exclusive Chairman’s Club and was recognized as “Rookie of the Year” in his first year with the firm. Currently, Rick serves as one of the Regional Directors, a role that enables him to help further expand the services of Larson Financial Group nationwide. Shortly after graduating from the University of Northwestern in Saint Paul, MN, Rick made a personal and vocational commitment to help individuals and families create wealth and purpose with their lives and finances. Rick is a Registered Representative with Larson Financial Securities and holds his Series 6, 7, 63, 65 and Life and Health Insurance license. Rick, originally raised on a farm in North Dakota, met and married a beautiful farm girl from Wisconsin. They made their home between the two states, now residing in Ham Lake, MN. Rick and Carrie enjoy singing, biking, skiing, and traveling. However, the majority of their free time these days is focused on enjoying life and going on family adventures with their 6 energetic children – Arianna, born in 2012, Clark and Grant, born in 2014, Reid, born in 2017, Camille and Avelyn, born in 2018 (yes, that is 2 sets of twins!), and Everly, born in 2020. Most importantly, Rick and Carrie are passionate about international missions and serving in their local church and community. Through their family and work, they desire to lead lives of integrity and service, striving to leave a legacy and impact the world around them. Check the background of this investment professional on FINRA’s BrokerCheck.

Brandon joined Larson Financial Group in 2012, and leads the Raleigh-Durham, NC office as a Senior Financial Advisor. Brandon’s goal is to come alongside clients to bring peace of mind in having a comprehensive plan in place that protects and provides growth. This service takes the burden off the client in managing and directing the complexities of financial and administrative responsibilities. Brandon seeks to provide clients added confidence in knowing that their families, estates, wealth, and legacies are protected and aligned with their objectives. With Brandon’s unique blend of knowledge in financial planning, law, consulting, and investment banking, he has valuable experience in a wide array of issues that investors are likely to encounter. He holds the following licenses and designations: J.D., Series 7, Series 66, Life and Health Insurance licenses, and Medicare Supplement/Long-Term Care Insurance license. Brandon received his bachelor’s degree in finance and marketing from the University of Virginia McIntire School of Commerce, ranked as the #2 undergraduate business program in the nation according to Bloomberg Businessweek 2014 rankings. Brandon also completed a law degree at Regent University School of Law, studying estate planning, tax, contracts, business entities, and commercial transactions. Prior to law school, Brandon has worked in investment banking, management consulting, and wealth management. During his legal studies, Brandon gained experience working for law firms that concentrate on estate planning, contracts, and transactions, also working for a state supreme court judge. While outside of the office, Brandon enjoys playing sports, working out, traveling, and serving in his church. Brandon and his wife, Sarah, are passionate about devoting significant effort to helping the poor and oppressed in the U.S. and abroad.
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Jonathan Krueger co-founded LionsGate Advisors with a vision of creating a truly exceptional experience for his clients. Since 2000, Jonathan has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors’ clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states.

Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.

In addition to private wealth management, Jonathan holds his Certified Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital.

Raised in Texas and a long-time resident of Colorado, Jonathan and his wife Andrea moved to St. Louis in 2014. Outside of the office, Jonathan can be found spending time with family or enjoying the great outdoors playing a round of golf.

Justin Nabity is the founder and CEO of Physicians Thrive, an advisory group helping physicians avoid business and legal pitfalls and build their financial education. As a wealth management advisor from a family of doctors, he launched his business by traveling to medical schools nationwide to educate physicians about their unique financial, legal, and business needs. Today, Physicians Thrive has served physicians at over 400 medical centers, hospitals, and medical schools, and 1000 residency and fellowship programs.

In 2016, Justin co-founded the non-profit Give Sight Global, which sponsors cataract surgeries, glasses and other forms of eye care all over the world. Following volunteer trips with the University of Utah Moran Outreach Program to the Navajo Nation and Tanzania, Justin and his business partner were inspired to donate a portion of their business profits to fund vision care in underserved communities.

Justin has lectured at over 100 universities including John Hopkins, the Mayo Clinic and Stanford. He has served on the boards of the Entrepreneurs Organization and the National Association of Insurance and Financial Advisors, and is committed to helping business leaders find professional opportunities to advance the public good.

In his free time, Justin enjoys spending time with his wife and three children. He has been involved in mentorship programs, is active in his church, and enjoys keeping up with public policy. He’s also an avid travel fan and likes spending time outdoors.

Reid serves as partner and Chief Operations Officer of Omaha-based financial planning firm Physicians Thrive. Since 2013, Reid has led the company’s operations and development.

Reid is a lifelong entrepreneur, and he approaches every professional opportunity with a focus on driving growth, building strong teams, and cultivating meaningful professional networks. He launched his career opening and operating seven Complete Nutrition franchises nationally, and today he is passionate about supporting young entrepreneurs and business leaders.

Reid currently serves as a promotional strategist for the Global Leadership Summit and treasurer for the Executive Forum of Entrepreneurs Organization. He has also been a member and board member at the National Association of Insurance & Financial Advisors (NAIFA).

An exercise enthusiast and former athlete, Reid believes that physical fitness is a powerful catalyst for personal and professional success. He co-founded the nonprofit, Give Sight Global, in hopes of not only encouraging others to live a healthy lifestyle but also inspire people to help those in need.

Brandon Lochstampfor joined Larson Financial in 2012 and is committed to providing financial planning to physicians. Brandon understands how the dedication and countless hours spent by doctors on their practice typically gives them little time to focus on their own personal financial situations. Brandon’s goal is to help alleviate some of the burdens of coordinating all the different facets of wealth management by providing comprehensive financial planning services. He holds his Series 7, Series 66 and Life and Health registrations.

Brandon received his degree in Kinesiology from Wheaton College. After college he financed, opened and operated his own fitness facility in St. Louis. Brandon utilizes his experience gained during that time as he assists doctors in building their own, unique financial plans. “I know the trials and tribulations that come with building a business or a practice. I know that sometimes things may get overlooked or neglected. I don’t want that to happen with my clients. In managing many of my clients’ finances, I am helping to allow them the freedom to put their time and energy where they choose.”

Brandon and his wife Rebecca live in Lake St. Louis, Missouri with their two boys, Andrew and Asher and their daughter Mirabella. They enjoy hanging out on the lake in the summer, snowboarding in the winter and riding dirtbikes. Brandon and Rebecca serve as small group leaders at Morningstar Church in Dardenne Prairie, Missouri.

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David Lochstampfor is a Financial Advisor that focuses on comprehensive financial planning including asset protection, tax planning, risk management, aspects of estate planning, debt consolidation and wealth and investment management. He works with residents, fellows and practicing physicians nationwide and holds his Series 7, Series 66 and Life and Health registrations.

Having the experience of running a small business, David uses his knowledge to help develop a physician’s financial strategy. He understands the vast amount of time and energy it takes to run a successful practice. “Our holistic approach contributes to our clients peace of mind, knowing that many aspects of their finances are taken care of. This gives our physicians the invaluable gift of time and the decision to spend it where they choose.”

David and his wife Brandi live in Wentzville, MO with their daughters Alexa and Bradlee. They enjoy attending their local church and actively pursuing their Creator. David and Brandi promised each other that they would always travel as much as possible. When not traveling, they fill their free time with outdoor activities such as golf, camping and dirt biking.

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Ken Stillings is a Financial Advisor focusing on asset protection, tax planning, risk management, aspects of estate planning, debt consolidation and wealth & investment management. Ken says, “My focus is to provide customized service tailored to the unique needs of my clients by partnering alongside them, providing unique insight into the financial lives of physicians and clarity to the diverse options available in today’s marketplace.”

Ken earned his Bachelor’s degree from Purdue University and his Master’s degree in Business Administration from Indiana Wesleyan University. Prior to joining Larson Financial Group, Ken enjoyed a successful career in the publishing and pharmaceutical sectors for major corporations. Ken is also a member of the Financial Planning Association of Greater Indianapolis.

When asked what he enjoys most about being a Financial Advisor, Ken said, “I enjoy developing relationships with my clients. In order to serve their needs I need to know what is important to them. Each client’s situation is unique, so it is important to build a trusting relationship in order to provide them with the specialized attention and respect top doctors deserve.”

Ken lives in Lafayette, Indiana with his wife Micki, and their six children. They are actively involved in their church and serve their local community as foster parents. Ken enjoys spending time with his family, playing basketball and making sushi.

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Matt Tully is a Partner of Larson Financial, based in Fishers, Indiana. He has been in the investment industry for over 32 years, and specializes in working with high-net-worth families. He helps individuals find peace of mind with their finances, thanks to the numerous services that Larson offers, making the firm a unique advisory option.

He obtained his bachelor’s degree from Indiana University in 1990 and has held his Certified Investment Management Analyst (CIMA®) designation since 2006. CIMA® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals, making Matt a highly qualified advisor for his clients.

Matt and his wife, Kiersten, also reside in Fishers, Indiana. They enjoy spending time with family and friends, participating in activities such as tennis, golf, pickleball, and traveling. Kiersten is active in the community, serving on the Eskenazi Health Foundation Board and as President of the St. Margaret’s Hospital Guild and the Children’s Museum Guild. Matt is also an elder in their local church.

Jake Whipp joined Larson Financial Group in 2008. He has the following registrations: Life and Health Insurance licenses, Series 7, and Series 66.

Helping physicians protect and accumulate wealth is especially important to Jake because his wife, Amy is a Physician. “For us, financial planning starts at home. We use the same principles that we tell our clients to use. Accumulating and protecting our assets is important. Equally as important is what we do with our assets. We live within our means and want to use our money to leave a legacy for generations to come.”

Jake graduated from Clarke College in Dubuque, Iowa in May 2002 with a Bachelor of Arts degree in Finance. He then went on to receive his MBA from Roosevelt University in Chicago, Illinois in December 2004. Jake previously worked as an Accountant for 5 years prior to coming to Larson Financial.

Jake and Amy live in the South Suburbs of Chicago. They are active in their local church and have a desire to study the Bible. They enjoy traveling, being active outdoors, spending time with friends, serving in their church, and playing with their English bulldog, Bruiser.

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Kyle Wort joined Larson Financial Group in 2012. He made the move to Larson Financial Group after 5 years in the financial industry, including experience at both a large financial investment company and a smaller registered investment advisor. Kyle provides knowledge of financial planning accompanied by a compassion for great client relationships. He creates a service-oriented team approach to residents, fellows and practicing doctors from all across the country. Kyle holds his Series 7, 63, 65 and Life and Health Licenses.

As a former small business owner, Kyle realizes that physicians and dentists alike have very little free time to deal with their financial affairs. Comprehensive financial planning, asset protection, tax planning, practice and debt management are just a few of the services Kyle provides to his clients. He believes that being honest and caring for others like family are keys to success for both his practice and his life. When asked why he made the move to Larson Financial Group, Kyle answered, “I have never seen a company that completely commits itself to their clients the way Larson does and by doing so they have enjoyed unbelievable success and growth in a relatively short time frame. I wanted to be a part of that.”

Kyle graduated from Saint Louis University with a Bachelor’s Degree in Business Marketing in 2004. During his time at Saint Louis University he enjoyed a career as a four year letterman in Baseball. He was named team captain his senior year, in which he also led the team in Home Runs and RBI’s.

Outside of the office Kyle enjoys spending time with family and friends and catching the occasional Cardinal game. He resides in The Loft District of downtown St. Louis and also participates as a member of The Men’s St. Louis Baseball League and The Ramblers Rugby Club.

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Derrick joined Larson Financial Group in 2012 to lead the Jacksonville, FL office. Preparing doctors for their futures, Derrick assists residents, fellows and practicing physicians in navigating the many financial options available. Using one-on-one guidance while providing timely solutions to the many challenges facing this uniquely-skilled group, Derrick shares his knowledge with doctors and dentists by conducting educational seminars throughout Florida and Georgia.

Derrick graduated from the United States Military Academy at West Point with a bachelor of science degree in aerospace engineering. Post-graduation, Derrick learned that the achievement of specific goals required the utmost loyalty, integrity and a steadfast dedication to others. During the eight years he was an Army officer and commander, Derrick was charged with the financial responsibility of over $50 million worth of Government property while being entrusted with the livelihood and daily concerns of America’s sons and daughters. These experiences allowed him to make critical decisions, as well as provide important advice and education concerning the financial welfare of both his organization and the families that he had the privilege of working alongside. Derrick approaches his relationships with physicians and dentists using these same values in order to provide them with a concierge-level service that affords them the opportunity to help accomplish their financial goals. To further foster his commitment to help those who help others, Derrick’s relationships with his clients allows them the ability to focus on more important items in their lives while he helps to alleviate their financial concerns.

Derrick achieved a Master’s Degree in Management from the Missouri University of Science and Technology. He has been married to his wife, Ali, since 2008 and have three children – Cooper, Logan, and Haley. They enjoy spending time in the outdoors fishing, running and scuba diving.

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Bedford Otey is a financial advisor who focuses on providing top-flight service to physicians and dentists. His paternal grandfather was the only physician in a small town in South Dakota for many years. Having watched how high the demand was on his grandfather and grandmother, Bedford is committed to serving physicians and their families to help reduce anxiety about their unique financial needs. Because of these experiences, he is passionate about caring for those who are caregivers themselves and helping them achieve their financial and life goals. Bedford currently holds his Series 7, Series 66 and Montana Real Estate licenses as well as his Life and Health certifications. Initially, he began his career in banking. After completing his Master’s degree, he also spent many years as the head of a large and fast-growing nonprofit organization. In addition to being a regular conference and retreat speaker at events across the country, Bedford is an Ironman triathlete, golfer and regularly performs in productions with the local opera company. He and his wife, Robin, live in Bozeman, Montana with their three young children and enjoy taking advantage of all the outdoor activities their city offers. They are involved in their church, the arts community and they root vigorously for the St. Louis Cardinals. Check the background of this investment professional on FINRA’s BrokerCheck