About Larsen Financial Services
| Jan Larsen , CLU, ChFC |
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Jan just completed his 22nd year with New York Life. He Is a District Agent with 6 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 President of the Snohomish County Chapter of N.A.I.F.A. www.naifanet.com/snohomishcounty and serves on numerous boards and community organizations. 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 but 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 here in Lake Stevens where she graduated from the old "Pink Palace' in 1977. They were instrumental in the planning and bringing to fruitation the Kids Oasis Play Ground and the LS Boys & Girls Club. They both serve as Board Members in 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.
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Doug Warren
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Doug joined Larsen Financial Services in early 2004 and has over eight years in the insurance and financial services profession. Since being with New York Life he has qualified for the 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.
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 currently holds the position of Past-President of the Greater Lake Stevens Chamber of Commerce 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.
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| Bruce Ward |
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Bruce has been with Larsen Financial Services for 4 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.
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 35 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.
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