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Our Team

At Latus Group, we seek to be our client's most trusted financial resource. Our goal is that every client exchange is met with compassion and reliability as we are small enough to care and big enough to service our clients. Our commitment to professionalism and knowledge aims to leave 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, CPFA

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

Ashley Heaton

Ashley S. Heaton, N(K)S™

Executive Director of Corporate Relations

Jonathan Kwok

Jonathan C. Kwok

Associate, Client Solutions & Strategy

Maggie Irving

Maggie Irving

Client Engagement & Marketing Coordinator

The Business Cycle

How will you weather the ups and downs of the business cycle?
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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