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Andrew Shuldheisz

Financial Advisor Andrew Shuldheisz is a financial advisor with Larson Financial Group. In his financial planning practice Andrew takes an individualized and holistic approach to his client’s planning. Offering a fiduciary standard of care, Andrew supports residents, fellows, and in-practice physicians throughout the country in navigating the many financial options available to them. Andrew and … Continued

Warrior Impact

At Larson, our Warriors are driven by a goal-oriented mindset extending beyond the office. In pursuit of our 2030 goal of seeing 100,000 clients, colleagues, and communities flourishing, we empower our team members to make a tangible impact in their communities by using their “Warrior Impact Time.” warrior (noun) /ˈwôrēər/: a person who shows great courage … Continued

Oakmont Financial

Together Scott & Michelle Harris founded Oakmont Financial Group in 2006.  They envisioned providing clients with a higher level of service and created an independent firm in order to sustain individualized attention and response.  Scott wanted to offer a diverse assortment of investment options to meet the needs of his clients.  The following year, Michelle … Continued

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News & Press Stay up-to-date on the latest stories affecting the financial sector and your investments.

First-Year Contract Negotiation – Show Me the Money!

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The first-year contract you sign post-residency or fellowship sets the base for your entire career. Not only do future salaries, benefits and bonuses all build on what you earn today, but having the right safety net now can protect you in the event of a termination or malpractice claim which can threaten your family’s financial … Continued

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