Meet the Physicians Thrive Team

justin_sq

Justin Nabity, CFP®, CLU®, ChFC®

Founder, Partner, & Financial Planner

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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Reid Lancaster

Partner

Specialities
  • Contract Review
  • Private Practice Startup
  • Strategic Business Planning
  • Contract Negotiation
  • Business Development
  • Partner Management
  • Leadership Coaching
  • Recruiting
  • Business Coach
  • Life Coach
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larson-paul-1-2_web

Paul Larson, CFP®, CLU®

Larson Founder & CEO

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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colinwiens2_web

Colin Wiens, CFP®, MBA

Partner & President

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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dave2020_web

Dave Swan

Wealth Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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m2023square

Michaela Speer, CFP®, ChFC®

Wealth Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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David Nabity

David Nabity

Business Owner Consultant

Specialities
  • Financial Planning
  • Disability & Life Insurance
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
  • Strategic Business Planning
  • Business Development
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alex davis_web

Alex Davis

Partner & Senior Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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amy-buchheit_web

Amy Buchheit

Financial Planning Consultant

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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anthony-ferrara_web

Anthony Ferrara

Partner & Senior Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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andrea-fletcher_web

Andrea Fletcher, CFP®, CPWA®

Senior Financial Planner

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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andrew_shuldheisz_headshot

Andrew Shuldheisz

Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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bedford-otey_web

Bedford Otey

Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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blake-bredensteiner

Blake Bredensteiner

Financial Planner

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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furlongbrandon2_web

Brandon Furlong, J.D.

Partner & Senior Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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brandon-lochstampfor-2024

Brandon Lochstampfor

Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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david-lochstampfor2_web

David Lochstampfor

Partner & Senior Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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derrick-yohe_web

Derrick Yohe

Partner & Senior Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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dylan-donovan

Dylan Donovan

Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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dylan-schwartz_web

Dylan Schwartz

Financial Planner

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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eric-pio

Eric Pio

Senior Financial Planner

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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jacob-fisher_web

Jacob Fisher, CFP®

Financial Planner

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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jake-whipp

Jake Whipp, MBA

Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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kem-hall

Kem Hall, MBA, CFP®

Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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ken-stillings2_web

Ken Stillings, MBA

Partner & Senior Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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wort-kyle_web

Kyle Wort

Partner & Senior Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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noah-kuhlman

Noah Kuhlman

Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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rick-frith_web

Rick Frith

Partner & Senior Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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burchtom2_web

Tom Burch, CRPC®

Partner & Senior Financial Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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trevor-monroe

Trevor Monroe

Financial Planner

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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betsy2_2web

Betsy Rubendall

Director of Marketing

Specialities
  • Marketing
  • Social Media Management
  • Website Management
  • Brand Awareness
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lauren_website

Lauren Myrberg

Office & Finance Administrator

Specialities
  • Invoices & Billing
  • Contracting & Licensing
  • CRM Technical Support
  • Data Management
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Attorneys on Physicians Thrive Review Advisory Council

Steven-Stratman

Steven Stratman

Attorney

Specialities
  • Physician Employment Contracts
  • Partnership Agreements
  • Contract Negotiations
  • Buy-ins & Buy-outs
  • Business Formation & Advising
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Jared Jacobson

Jared Jacobson

Attorney

Specialities
  • Physician Employment Contracts
  • Partnership Agreements
  • Contract Negotiation
  • Buy-ins & Buy-outs
  • Business Formation & Advertising
  • General Counsel
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kristen

Kristen Kavan

Attorney

Specialities
  • Physician Employment Contracts
  • Contract Negotiation
  • Partnership Agreements
  • Buy-Ins & Buy-outs
  • Business Formations & Advising
View Team Member

Educating & Serving Physicians

Our team has worked with thousands of physicians to weigh their options for disability insurance around the United States.

110,500 physicians

and counting…

The Heart of What We Do

Doctors invest a lot in their ability to serve us – their patients. We admire their commitment, their hard work, dedication, and the difference they make in their communities.Just as you vow to look out for your patients’ best interest, we vow to look out for yours. Because at the same time you are caring for your patients’ health, you need someone caring for your financial health. You need someone in your corner. Someone you can trust to offer you balanced guidance.