Team

April Romero plays a critical role in both financial planning and operations at LaRoche Wealth Management. April has been a key member of the firm since 2010 and was promoted to Vice President in 2017. Her responsibilities include...

Those who know Brian LaRoche appreciate both his love for education and his desire to help others. Brians intense focus, deeply analytical mind, and commitment to the well-being of his clients are well suited to his career choice as a...

At LaRoche Wealth Management, Chelsey Cass oversees all of the logistics and communication associated with investment-related matters, including servicing of existing accounts. Chelsey had worked in the financial industry for several...

Kate Sikora rounds out our client service team with a focus on “all things insurance.” She handles applications, policy changes, and any administrative questions regarding insurance contracts. “It takes a lot of...

Rebekah ‘Bekah’ Wilson, who joined our team in 2022, is the Client Service Specialist focused on investment and financial planning support. She is responsible for completing investment paperwork, servicing investment...

Ask Tara Roehrs what she does at LaRoche Wealth Management, and she will say it’s a mix of responsibilities, difficult to categorize under one specific heading. She does indeed perform varied tasks ranging from client contact to...