Meet Our Team

We give our clients the most timely and current financial advice.

What kind of role can a financial professional play for an investor? 

We consistently monitor your financial plan and evaluate ideas and strategies that may be implemented to further improve it. In an ever-changing financial world, we feel it is important to take advantage of opportunities as they present themselves.

Lahn B. Simmons, CRPC

Financial Advisor

Since 1991 Lahn has helped hundreds of individuals prepare for and maintain financial independence in retirement. In 1999 he earned the designation of Chartered Retirement Planning Counselor (CRPC) from The College for Financial Planning.

Lahn teaches workshops focused on maximizing retirement income, optimizing Social Security benefits, and understanding how to safely invest in retirement.

Lahn has built a successful practice based on always acting in his clients’ best interests and delivering to them the most current and meaningful financial advice. Lahn is a licensed Series 65 Investment Advisor Representative and holds insurance licenses in Life and Health.

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

Gavin Schmitt, MsF

Financial Advisor

Gavin started in the investment industry in 2015, working alongside Lahn while completing a Bachelor’s Degree in Finance from University of Utah. He then went on to get a Master’s in Finance with an emphasis in Financial Markets from University of Southampton near London, England. Gavin is currently enrolled in the Certified Financial Planner course work through Pepperdine University to further his education and financial knowledge.

Gavin specializes in helping individuals, families, and business owners build wealth, as well as plan for and actively navigate retirement. Gavin also uses tools such as eMoney in order to help clients with cash flow planning, tax planning, and other retirement techniques that are often overlooked. Gavin is a licensed Series 65 Investment Advisor Representative and holds insurance licenses in Life and Health.

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