John Larsen, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

262-241-2335 | Email |

John is a veteran wealth manager who has served both institutional investors and private clients for more than 34 years.  He has a well established reputation for helping individuals and families reach their financial goals. John leads a highly experienced and knowledgeable team who work with each client to develop strategies and personalized solutions to help accumulate, protect and transfer wealth.

John earned his Bachelor's degree in economics from the University of Wisconsin and currently holds the CERTIFIED FINANCIAL PLANNER (CFP) certification addition, John has completed the Securities Industry and Financial Markets Association's certification program at the University of Pennsylvania's Wharton School. Since 1999, John has received annual recognition as a member of RBC Wealth Management Chairman’s Council, an honor accorded the top 150 of the firm’s financial advisors for attaining the highest level of excellence and productivity while maintaining a record of superior customer service. He has been named to the 2014, 2015, and 2017 Barron's Top 1,200 Advisors lists, as well as the 2015, and 2017 Financial Times Top 400 Advisors list in the U.S.

A lifetime resident of Whitefish Bay, John enjoys golf, tennis and travel as well as spending time with his wife, Meg and their two children, Dana and Jack.

Dana Larsen

Senior Financial Associate

262-241-2323 | Email

Dana joined The Larsen Group as an Investment Associate in 2017. She holds the Series 7 and Series 66 securities licenses. Dana’s primary responsibilities include wealth management planning, portfolio management through asset allocation, and client service. Prior to joining The Larsen Group, Dana spent over three years working as a Product Associate in the Investment Advisor Group for RBC Wealth Management in Minneapolis. She attended the University of Wisconsin – Madison, and has a Bachelor of Arts degree in personal finance.

Dana is an avid tennis player and played on the University of Wisconsin – Madison’s varsity women’s tennis team. In her free time she enjoys playing tennis, golf, reading, travelling and spending time with her friends and family.

Michelle Plumridge

Senior Registered Client Associate

262-241-2324 | Email

Michelle began her career in the investment industry in 2000 and she joined RBC Wealth Management in 2006. She has both her Series 7 and Series 63 licenses. Michelle is primarily responsible for account documentation and all client service such as required distributions, check writing, inquiries on statements, and setting appointments. Michelle enjoys answering client questions and using her interactions with clients as an opportunity to learn more about them personally. Our clients appreciate her attention to detail regarding their accounts in addition to her outstanding communication skills.

Michelle and Geoff reside in Cedarburg along with their children Samantha and Michael. Michelle and Geoff enjoy volunteering for JDRF, Juvenile Diabetes Research Foundation.


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