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Kathleen Santiago

Senior Financial Planner, CIMA® Kathleen Santiago is an experienced financial planner at Larson Financial Group in Denver, CO, where she leverages her CIMA® (Certified Investment Management Analyst) designation to deliver sophisticated investment strategies and comprehensive financial planning. With over a decade of experience in financial services, Kathleen has developed a deep passion for helping clients … Continued

Margaret A. Leto

business administrator & sr. paraplanner As Business Administrator & Sr. Paraplanner, Margaret oversees the intricacies of operations, including marketing, onboarding, event planning, and client engagement. An engaging and passionate customer service expert, she is committed to anticipating her clients’ needs and exceeding their expectations. Before joining WorkOptional in 2017, Margaret was the Marketing & Membership … Continued

Kyle Wort

Senior Financial Advisor 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. … Continued

Rick Frith

Senior Financial Advisor 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 … Continued

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