Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Larson Wealth Management
Team photo for Larson Wealth Management

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Our advisors

Advisor photo for Eric M Larson

Eric M Larson

CFP®, MBA

Private Wealth Advisor

Chief Executive Officer of Larson Wealth Management
Learn more about Eric M Larson
Advisor photo for Brian Grote

Brian Grote

CRPC

Financial Advisor

Learn more about Brian Grote
Advisor photo for Robert Rudnicki

Robert Rudnicki

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Robert Rudnicki
Advisor photo for Martin Friel

Martin Friel

MS, CRPC

Private Wealth Advisor

Managing Partner of Larson Wealth Management
Learn more about Martin Friel
Advisor photo for Kristine Ford

Kristine Ford

Associate Financial Advisor

Learn more about Kristine Ford
Advisor photo for Brett Meyer

Brett Meyer

Financial Advisor

Learn more about Brett Meyer
Advisor photo for Brian Ohlinger

Brian Ohlinger

MBA

Financial Advisor

Learn more about Brian Ohlinger
Advisor photo for Brian Zdeblick

Brian Zdeblick

Financial Advisor

Learn more about Brian Zdeblick
Advisor photo for LISA LAHNER

LISA LAHNER

Associate Financial Advisor

Learn more about LISA LAHNER
Advisor photo for Robert La Gesse

Robert La Gesse

Financial Advisor

Learn more about Robert La Gesse
Advisor photo for Jon Alberts

Jon Alberts

AAMS®

Financial Advisor

Learn more about Jon Alberts


Our team

Brooke Shealy

Brooke Shealy

Client Service Manager

Roles & Responsibilities

  • Assistant to Associate Financial Advisor, Robert Rudnicki
  • Scheduling coordinator
  • Prepares agendas for financial meetings
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Carrie Stanulov

Carrie Stanulov

Office Manager

Blair Manikas

Blair Manikas

Practice Manager

Michele Incrocci

Michele Incrocci

Client Concierge

Luke Larson

Luke Larson

Client Service Specialist