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Advisors Todd Larson and Brad Smith share how they use the Live, Give, Owe, Grow framework with their clients.
About the Speakers
Todd Larson
Larson, Reynolds and AssociatesTodd Larson, CKA®, CFP®, CRPC®, CFS®, APMA®, CLTC is a Private Wealth Advisor with Larson, Reynolds and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Fort Wayne, IN. Todd has been in practice with Ameriprise serving clients for the past 25 years. As a Certified Kingdom Advisor®, he focuses on retirement and estate planning strategies, as well as small businesses.
Brad Smith
Investment Planning CounselBrad Smith is a Senior Wealth Advisor with Advice First Wealth and Investment Planning Counsel®, and a Certified Kingdom Advisor®. Using his "Journey to Meaningful Significance" process, Brad leads his clients through a personal wealth management process that focuses on clients’ stories, values and philosophies before their numbers, Brad help them uncover their family values and connect their resources to those values and their goals. This new way of thinking helps clients maximize their return on life (ROL). Brad and his wife, Laurie, live in Waterloo and have three adult children. They are active in their church, as well as other non-profit organizations. Brad enjoys the outdoors and grilling on his Traeger smoker. He is an avid follower of everything football.
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