Since 2003, Lars has been committed to providing a personalized, caring approach with his clients, providing stability, promoting financial well-being and protecting their legacies. As an Investment Advisor Representative Lars is an investment fiduciary providing objective advice, working solely for his clients. Born in Denmark, Lars applies a blend of the best of Scandinavian and American values when it comes to his marriage to Jamie, raising his son Daniel and daughter Bella, as well as managing his business. His approach to planning is from a holistic perspective, which includes wealth management, retirement income planning, legacy planning and long-term care planning. Outside of the office, Lars enjoys hiking with the family, running and spent many years practicing Japanese Jujitsu where he holds a black belt. The qualities of respect, discipline and integrity have greatly influenced Lars’ life, including his views on financial matters. Lars has completed the Chartered Financial Consultant education at the American College of Financial Services, the Certified Financial Planner education at Bryant University and holds the ChFC® designation. Lars holds the Series 65 “Uniform Investment Advisor Law”, he is a Registered Investment Advisor Representative and a Fiduciary. Lars is also licensed to assist clients with insurance planning as a licensed insurance professional.
Advisory Services Offered Through Change Path, LLC an Investment Advisor. ? Heritage Financial North and Change Path, LLC are not affiliated