Operations

Rachel Myers

| April 10, 2023
Rachel Myers

She’s our Employee Engagement Manager who brings 20+ years of Philanthropic Advising experience to the table.

Jaemi Allen

| March 14, 2022
Jaemi Allen

She’s our Marketing Manager and a coffee lover with a penchant for losing herself in a good book.

Kelli Visser

| November 19, 2020

As CEO, Kelli’s our driver listening to input from a whole bunch of passengers. But wherever she’s going, she’s taking the road less traveled.

Tom Lenderman

| November 11, 2020

He’s our Chief Technology Officer and a world-traveling, beachcombing, craft beer buff.

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Disclosures

“Larson Gross” is the brand name under which Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries) provide professional services. Larson Gross Assurance PLLC and Larson Gross Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors LLC provides tax and business consulting services to their clients. Larson Gross Advisors LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries).

Larson Gross is a client of RSM’s Professional Services+ Practice, which provides professional services firms in accounting, consulting, law and other professions access to a wide range of client-centric services, leading tools and tailored solutions to accelerate growth. In addition, PS+ clients may participate in the PS+ Collaborative, a value-added client benefit that facilitates peer-to-peer engagement around the unique and evolving needs of professional services organizations, and their clients and employees through annual conferences, peer groups, workshops, roundtables and other interactions.

Disclaimer: LG Financial Services LLC is a registered investment adviser in the State of Washington. LG Financial Services LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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