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Our Team

At Latus Group, we are our client's most trusted financial resource. Every client exchange is met with compassion and reliability as we are small enough to care and big enough to service our clients. Our unwavering professionalism and knowledge leaves our client's feeling empowered and confident in their financial future.

David  Segarra

David J. Segarra, AIF®, CPFA

President - Retirement Planning Solutions, Advisory Associate & LPL Registered Representative

Sean Sullivan

Sean T. Sullivan

Vice President, Client Relations, Advisory Associate & LPL Registered Representative

Ashley Heaton

Ashley S. Heaton

Executive Director of Corporate Relations

Denise Magana

Denise L. Magana

Sr. Client Service Associate

Sage Newman

Sage Newman

Marketing Associate