Jan has been an agent for 24 years with New York Life.  He Is a District Agent with 5 New York Life agents in his unit and is one of New York Life’s top producing agents, having qualified for the prestigious Chairman’s Council several times.  Jan is a life and qualifying member of the Million Dollar Round Table, as well as a MDRT Mentor. He is a former President of the Snohomish County Chapter of  N.A.I.F.A. www.naifanet.com/snohomishcounty.  Jan owns Larsen Financial Services and is President and Co-owner of Larsen-Christopherson Benefits Group Inc.*,  which handles group and individual medical insurance as well as supplemental employee benefits.  He can do fee-based Financial Planning and Investment Advisory Services as a Financial Adviser through Eagle Strategies LLC, a Registered Investment Advisor and a member of The Nautilus Group a dedicated support team comprised of attorneys, accountants and certified financial planners. Jan specializes in the areas of Estate Planning, Business Continuation, Retirement Income Planning and Executive Benefits. Jan is a Registered Representative offering 401(k), Simple and SEP plans, IRAs and Roth IRAs through NYLIM Retirement Plan Services and NYLIFE Securities LLC,  Member of FINRA/SIPIC, a licensed insurance agency, 2008 123rd. Ave NE Lake Stevens, WA 98258 Tel: 425-335-4600.  In addition, he is a sought-after speaker, having done hundreds of seminars and retirement workshops for corporations such as The Boeing Company, Northwest Hospital  and many local businesses and organizations.

Jan and his wife Lorrie are very committed to serving the community  in Lake Stevens where she graduated from the old "Pink Palace' in 1977.  They were instrumental in the planning and bringing to fruition the Kids Oasis Play Ground and the LS Boys & Girls Club.  They both have served as Board Members for several local organizations; Aquafest, Kiwanis, Everett G&CC, and N.A.I.F.A.  For Jan and Lorrie, it's not just about 'making a living', it's 'making a life'.

*Larsen Christopherson Benefits Group Inc., is not affiliated with, owned or operated by NYLIFE Securities LLC or its affiliates.

 Doug Warren

warrend@ft.newyorklife.com 

Doug joined Larsen Financial Services in early 2004 and has over ten years in the insurance and financial services profession. Since being with New York Life he has qualified for New York Life's  Executive Council each year. Doug specializes in working with individuals and families with their investment  and insurance needs including Life, Disability, and Long Term Care insurance. He is also a Registered Representative offering 401(k), Simple and SEP plans as well as IRAs and Roth IRAs through NYLIM Retirement Plan Services and NYLIFE Securities, LLC, Member of FINRA/SIPC, a licensed insurance agency, 2008 123rd Ave. NE, Lake Stevens, WA 98258 Tel: 425 335 4600. He is enrolled in the American College working toward his CLU & ChFC designations

Doug speaks to various schools, churches and community groups bringing financial awareness to  their members with workshops such as "Raising Financially Responsible Children" and "Surviving Market Volatility".  He is a Past- President of the Greater Lake Stevens Chamber of Commerce, current President  of Snohomish County Chapter of NAIFA and is a member of the Lake Stevens Lions Club.

Doug lives in Lake Stevens with his wife and two children.  Besides being very active in the community, he is very busy with his children and their school academics and sports.

Bruce has been with Larsen Financial Services for 6 years but in the sales and service industry for over 30.  He understands that the quality of service makes a big difference.  He specializes in working with individuals and families on their investment  and insurance needs including Life, Disability, and Long Term Care insurance with his main focus in the IRA Rollover Market and working with small to medium size company sponsored Retirement Plans.  He has qualified for the Executive Council with New York Life and also attained his LUTCF certification. Currently enrolled in the American College working toward his CLU & ChFC designations.

Bruce is a Registered Representative offering 401(k), Simple and SEP plans as well as IRAs and Roth IRAs through NYLIM Retirement Plan Services and NYLIFE Securities, LLC, Member of FINRA/SIPC, a licensed insurance agency, 2008 123rd Ave. NE, Lake Stevens, WA 98258 Tel: 425 335 4600. 

Bruce and his lovely wife Shelley have been married for 37 years and have lived locally in the Marysville area for almost the same.  They have two adult married children, Zach and Amy and one granddaughter, Hailey, who is the apple of his eye.