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

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

Noah Kuhlman

Financial Advisor Noah is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with Larson Financial Group. Noah is also a Registered Representative with Larson Financial Securities and holds his Series 7, 66, and Life and Health Insurance licenses. After joining the firm in 2012, he has been committed to providing comprehensive financial planning for physicians … 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

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