Our Firm

Doug is a Certified Financial PlannerTM professional, licensed in securities and insurance. Doug has been serving clients in the Kansas City area for over 50 years, helping people protect and preserve their assets. He has conducted...

Steve is a Registered Representative, licensed in Securities and Insurance. Steve joined his father and Larson Financial Services in 2001. Steve has conducted investment workshops throughout the greater Kansas City area, and meets with...

Jennifer is a Registered Representative and is licensed in securities and insurance. She attended Colorado University and obtained her Bachelor's degree in Finance. After college Jennifer moved to Boston where she lived for 5 years....

Caron is a Client Relationship Manager and has been with Larson Financial Services, Inc. for 2 years. She attended University of Missouri-Kansas City receiving a Bachelor's degree in Business Administration. Prior to joining Larson...

Kim joined our firm this year and assists Doug, Steve and Jennifer with preparing client files and account applications. Kim comes to us with over 13 years of experience in accounting and...

Margo Duncan is our appointment setter. Margo helps Doug, Steve and Jennifer keep their appointment books filled with meetings for existing clients. Margo came to us with over 30 years in the insurance industry, and 10+ years of sales...

After a year at Cornell College, Jane transferred to the University of Wisconsin - Milwaukee, earning a B.A. in Mass Communication with a Marketing emphasis. She spent 7 years in television promotion before embarking on her most joyous...