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

Brandon Lochstampfor

Senior Financial Advisor Brandon Lochstampfor joined Larson Financial in 2012. As a Partner and Senior Financial Advisor, he specializes in comprehensive financial planning for clients and their families. He works closely with doctors to bring clarity and coordination to complex financial lives, helping them make confident decisions around cash flow, investments, taxes, insurance, college planning … Continued

Paul Larson

CEO, Larson Financial Holdings & Senior Financial Advisor Paul Larson founded Larson Financial Holdings with a singular vision: to Empower All to Flourish. What began as a small advisory firm serving physicians has grown into one of the Top 50 Fastest Growing Registered Investment Advisors in the nation, ranked #21 on Financial Advisor magazine’s 2025 … 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