Team
At Larson Tax & Financial, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management analysis*
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
*These services are offered by Barbara Larson through her affiliation with Avantax
Barbara R. Larson, CFP® CPA
Wealth Management Advisor
(303) 466-0438
Barbara has been the President of Larson Tax and Financial for the past 16 years. She is a Certified Public Accountant who has over 19 years experience providing Corporate and Personal tax and accounting services to clients. Prior to...
Brittany Larson, EA
Wealth Management Advisor & Tax Specialist
(303) 466-0438
Brittany Larson is a senior wealth advisor for Larson Wealth Planners. She helps clients create plans for the future based upon their unique circumstances and long-term goals, and she is passionate about doing what’s best for...
Hope Todt, EA
Tax Specialist & Wealth Management Coordinator
(303) 466-0438
Hope is Larson Tax and Financials Senior Business Accountant. She heads up the business accounting and income tax services. She has more than 10 years experience handling business accounting. Her skills at organization and information...
Josh Macip
Client Relationship Coordinator
Josh Macip is the client relationship coordinator for Larson Wealth Planners. A true people person, Josh is the first face you’ll see when you enter the Larson Wealth Planners office. He supports the firm’s tax and...
