If it impacts your money, we can help. Investments, tax planning, or just plain plotting your next big life adventure: we are right there with you.
Ryan Genor, PFS
As a shareholder and Principal Advisor of CLS Financial Advisors, Ryan has spent many years helping clients plan for their financial future by combining financial planning with his experience in tax planning. He values his relationships with clients above all else and considers it an honor to learn about each client’s dreams, goals, and interests. Learn more
Sarah Lane, PFS
Sarah is an owner of CLS Financial Advisors and a Principal Advisor for our clients. Sarah believes in the power of finding financial freedom through informed, strategic choices. Managing and growing money is so much more than creating a budget and investing; it involves incorporating personal values, life goals, financial behaviors, and big picture strategies to achieve confidence and peace of mind. Learn more
STEPHANIE LUM
As an Associate Advisor, Stephanie wholeheartedly enjoys the opportunity to help clients navigate the complexities of financial planning as they strive to realize their financial goals. Learn more
Jennifer Lindgren
The newest member of the CLS team, Jennifer, works as the firm’s operations manager. Learn more