About

Meet Our Team

We provide our clients with guidance and insight through the years.

What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long lasting.

 

We help our clients interpret today’s financial climate, determine objectives, and assess progress toward those goals. We set a course for the long term, with an eye on major financial goals, always keeping our clients’ best interest in focus.

Lahn has been advising people on a variety of financial topics since 1991. In 1999 he earned the designation of Chartered Retirement Planning Counselor(CRPC) from The College for Financial Planning in Denver, Colorado.

 

Shortly thereafter he began teaching workshops focused on maximizing retirement income and optimizing Social Security benefits.

 

Lahn has built a successful practice predicated on always acting in the best interest of his clients and delivering to them the most current and meaningful financial advice.

 

Lahn married Kristy in 1990 and they have four children—Kelsey, Preston, Paige, and Christian. He earned a B.A. in English from Brigham Young University. His hobbies include golf, snowmobiling, skiing, boating, cycling, yoga, and lifting weights.

Check the background of the investment professional on FINRA’s Broker Check.

As a para planner, Gavin will regularly correspond with you to maintain your eMoney platform, assist in opening new accounts, and provide additional financial analysis and servicing for you.

 

Gavin started working for Lahn in 2015 while completing his undergrad in Finance at The University of Utah. After completing his degree he went on to earn a Master’s in International Financial Markets from The University of Southampton near London, England.

 

In his spare time he enjoys traveling with his wife Kelsey, living an active lifestyle, and learning about business  and investment trends.

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