John Larsen, CFP®

Managing Director - Branch Director, Private Client Group, Senior Portfolio Manager - Portfolio Focus

262-241-2335 | Email |
262-241-2339

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.

Rachel Panasuk

Financial Advisor

262-241-2328 | Email | |
262-241-2339

Rachel has assisted clients with their investments in a number of capacities throughout her career as both a client associate and senior financial associate. Rachel has been a member of The Larsen Group since 2002, working side by side with John on customized portfolio construction, investment management, and monitoring. In 2016, Rachel became a Financial Advisor working with clients one on one to help them reach their financial goals. Rachel works closely with families to establish plans that can be started today to help meet future goals and she strives to consistently provide a high level service in addition to identifying and understanding each of our client's unique needs and financial objectives.

Rachel graduated magna cum laude from Concordia University with a Bachelor’s degree in business management. She holds Series 7 and 66 licenses as well as life, accident and health insurance.

Rachel is a lifelong resident of Milwaukee along with her husband Scott. As they become empty nesters with both children off to college, they look forward to spending more time outdoors and getting involved in the community.

Brennan Leong

Financial Advisor

262-241-2321 | Email

Brennan is a financial advisor with the Larsen Group who has dedicated his career to assisting clients in their pursuit of their financial goals. His mission is to develop and nurture a strong client-advisor relationship in order to enable clients to make informed financial decisions based on an exceptional level of knowledge, integrity and trust.

A graduate of the University of Wisconsin-Madison, Brennan earned a Bachelor of Science degree in Chinese and biological sciences. To further pursue his passion of academics and Chinese, Brennan enrolled and graduated from the Johns Hopkins University Paul H. Nitze School of Advanced International Studies with a Master of Arts degree in international studies with a concentration on international economics at the Hopkins-Nanjing center in Nanjing, China. By supplementing his Series 7, 66 and insurance licenses with expansive cross-border and international experience that includes high-level fluency in both Chinese and English, Brennan is able to communicate with a wide array of prospective clients by offering a global perspective to their financial situation.

Brennan was raised in Green Bay, Wisconsin. In his spare time he enjoys participating in community outreach programs, golf, tennis and traveling with friends and family.

Dana Larsen

Investment Associate

262-241-2323 | Email
262-241-2339

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
262-241-2339

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.