Our Team
David J. Segarra, AIF®, CPFA
President - Retirement Planning Solutions
Advisory Associate & Registered Representative
David J. Segarra is a leading advisor to Corporate Retirement Plans and their participants throughout the United States. David founded the Latus Group with a focus and mission to elevate the level of fee transparency, investment selections, participant education and fiduciary-compliance understanding among corporate retirement plan sponsors. David is an advocate for bringing full financial services to 401(k) participants. For over 19 years, David has worked extensively in the Capital Markets, Financial Planning Industry, and with Corporate Retirement Plan Sponsors and Participants.
Prior to his career in the Financial Services Industry, David served ten years as an officer in the Seattle Police Department. David spent the majority of his law enforcement career as a member of the Seattle Police Department's elite S.W.A.T Unit.
For the past five years, David has been featured in the Financial Times as one of the Nation's Top 401 Retirement Plan Advisors. Moreover, the National Association of Plan Advisors (NAPA) recognized David as one of the Nation's Top 200 401(k) Advisors, and selected David as a delegate to brief the United States Senate Majority Leader Harry Reid's Chief Tax and Economic Advisor in Washington D.C. on retirement plan tax reform and proposed Department of Labor regulations effecting retirement plan fiduciaries and participants. David has served as a board member to the Pershing Bank of New York Mellon Technology Advisory Board. David holds the Accredited Investment Fiduciary (AIF®) Designation from the Center for Fiduciary Studies and achieved the Retire Mastery Consultant Designation from Matrix University. David attended Bellevue University where he studied Finance and Business Administration and graduated from Central Washington University where he studied Law and Justice with an emphasis in Political Science.
David holds the following financial industry licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State), and Series 65 (Uniform Investment Advisor), and Insurance Licenses. David holds securities licenses in multiple states.
Sean T. Sullivan
Director of Investment Research & Trading
Advisory Associate & Registered Representative
As Director of Investment Research & Trading, Sean is passionate about researching, developing, and monitoring all investment allocations for our clients. Sean works tirelessly to ensure that our corporate retirement plan clients have stellar investment menus for their retirement plan participants. Sean utilizes our proprietary Scorecard Methodology and works closely with a team of CFAs in order to actively manage the funds in our corporate retirement plans. Sean assists our financial advisors in preparing private wealth management client allocations and investment reporting.
Sean joined the Latus Group after graduating from the John Chambers College of Business and Economics at West Virginia University where he obtained a Bachelor's Degree in Finance. He currently holds the Series 7 and 66 registrations and is working towards the CFA designation.
Sean likes to spend his free time staying active through daily workouts. Sean is passionate about snow skiing and loves to ski the mountains of Colorado. Sean is an avid Boston sports fan but can also be found cheering on the Golden Knights.
Ashley S. Heaton
Director of Corporate Relations & Content Marketing
As Director of Corporate Relations, Ashley works closely with our 401(k) plan clients to ensure that their plan is not only administered properly, but is a great success for participants. Ashley assists plan sponsors and participants with: 401(k) education & enrollment event scheduling and coordination, document requests, annual plan audit assistance, online participant account access, and organizing our plan sponsors fiduciary files through our online Fiduciary Briefcase. Ashley also keeps plans sponsors informed of regulatory updates and fiduciary best practices through designing and coordinating the distribution of our monthly newsletter, The Latus Retirement Plan Briefing, and our quarterly private wealth management newsletter, Latus Perspectives.
Prior to joining the Latus Group, Ashley managed a large Executive Office Center in Auburn, Washington. As manager she developed skills in operations as well as sales and marketing. Ashley graduated from the University of Washington, Foster School of Business with a Bachelor's Degree in Business Administration, with a focus in Marketing.
In her free time, she enjoys going to concerts and shows, reading, and spending time with her family. On Sundays you can typically find her cheering on the Seattle Seahawks!
Desireé M. Barto
Client Service Associate & Executive Administrator
As Client Service Associate, Desireé is dedicated to delivering the finest experience for our clients. Desireé's knowledge and reliability ensure that all day to day client service requests are completed promptly. She is proactive in keeping clients well informed throughout the process.
Prior to joining Latus Group, Desireé worked as an Operations & Controls Associate at Prudential Financial. Over her 10 year career in the Financial Services industry, Desireé has built a wealth of knowledge and experience that has enabled her to excel in every aspect of client service. Desireé graduated from Santiago Canyon College with a degree in Human Development.
In her spare time, Desireé enjoys spending time with her family and going to concerts. She also enjoys watching football and rooting for the Las Vegas Raiders.