Lauterbach Financial Advisors, LLC

Cynthia Fields is a financial advisor at Lauterbach Financial Advisors, LLC with 17 years of industry experience. She holds a Series 65 designation and has been with Lauterbach Financial Advisors since 1999. In addition to her advisory role, she is a partner and accountant at the CPA firm Lauterbach Borschow & Co, P.C., where she has worked since 1981. Lauterbach Financial Advisors, LLC manages investment portfolios for individuals, trusts, retirement plans, not-for-profits, and small businesses, offering a range of financial planning services. The firm follows a Modern Portfolio Theory-based approach, emphasizing broadly diversified, largely passive portfolios implemented primarily with no-load mutual funds and index-oriented funds.

Suzanne Lindau is a financial advisor at Lauterbach Financial Advisors, LLC in El Paso, TX, holding the PFS™ designation and Series 65 license with 15 years of industry experience. She has been with Lauterbach Financial Advisors since 2007. Lauterbach Financial Advisors manages investment portfolios for individuals, trusts, retirement plans, nonprofits, and small businesses, offering financial planning services including tax, estate, and retirement plan design. The firm employs a Modern Portfolio Theory approach with diversified, largely passive portfolios and utilizes third-party managers for certain fixed-income and securities management.

Daniel Sonnen is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He has been with Lauterbach Financial Advisors, LLC since 2017 and previously worked at The Milestone Group, Inc. for one year. Lauterbach Financial Advisors, LLC manages investment portfolios for individuals, trusts, retirement plans, not-for-profits, and small businesses, offering financial planning services across a range of areas including tax, estate, and retirement plan design. The firm employs a Modern Portfolio Theory-based approach emphasizing diversified, passive asset-class portfolios and utilizes third-party managers for fixed income and certain securities management.

Jon Sonnen is a financial advisor at Lauterbach Financial Advisors, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 license. Sonnen has been associated with Lauterbach Financial Advisors and its related firms since 2012, including a role as a consultant and former partner at Lauterbach, Borschow & Co., P.C. Lauterbach Financial Advisors, LLC manages investment portfolios for individuals, trusts, retirement plans, not-for-profits, and small businesses, offering a financial planning approach grounded in Modern Portfolio Theory. The firm emphasizes broadly diversified, largely passive portfolios implemented with no-load mutual funds, index-oriented funds, and selective use of other securities, while maintaining an affiliation with an accounting firm and using third-party managers for certain asset classes.

Adrian Brito is a financial advisor at Lauterbach Financial Advisors, LLC in El Paso, TX, holding a Series 65 credential with one year of industry experience. He is also a shareholder in the tax department of Lauterbach, Borschow and Co., a certified public accounting firm, where he supervises and manages tax compliance and consultation work. Lauterbach Financial Advisors, LLC manages investment portfolios for individuals, trusts, retirement plans, not-for-profits, and small businesses, offering comprehensive financial planning services. The firm employs a Modern Portfolio Theory-based approach, focusing on broadly diversified, largely passive portfolios implemented primarily with no-load mutual funds and index-oriented funds.

Billy Defrance is a CFP® professional with 21 years of industry experience, currently serving at Lauterbach Financial Advisors, LLC since 2004. He holds a Series 65 license and is based in El Paso, TX. Lauterbach Financial Advisors, LLC manages investment portfolios for individuals, trusts, retirement plans, nonprofits, and small businesses, offering a range of financial planning services including tax, estate, and retirement plan design. The firm follows a Modern Portfolio Theory-based approach emphasizing broadly diversified, largely passive asset-class portfolios implemented mainly with no-load mutual funds and index-oriented funds.

Scott Kobren is a Series 65-licensed advisor with Lauterbach Financial Advisors, LLC in El Paso, TX, bringing 18 years of industry experience. He has been with Lauterbach Financial Advisors since 2012 and is also a partner at the CPA firm Lauterbach Borschow & Co., PC. Lauterbach Financial Advisors manages investment portfolios for individuals, trusts, retirement plans, not-for-profits, and small businesses, offering financial planning services including tax, estate, and retirement plan design. The firm employs a broadly diversified, largely passive investment approach grounded in Modern Portfolio Theory and utilizes tools such as Monte Carlo analysis to support client planning.

Matthew Kerr is a Series 65-licensed advisor at Lauterbach Financial Advisors, LLC with five years of industry experience. He has been with Lauterbach Financial Advisors since 2020 and is also a managing partner and CPA at Lauterbach, Borschow & Company, P.C., where he has worked since 2009. Lauterbach Financial Advisors manages investment portfolios for individuals, trusts, retirement plans, not-for-profits, and small businesses, offering financial planning services that include tax, estate, and retirement plan consulting. The firm follows a broadly diversified, largely passive investment approach grounded in Modern Portfolio Theory and employs tools such as Monte Carlo analysis while maintaining an affiliation with the accounting firm Lauterbach, Borschow & Company, P.C.

Steve Lauterbach is a financial advisor with Lauterbach Financial Advisors, LLC in El Paso, TX, holding a Series 65 credential and 19 years of industry experience. He has been associated with Lauterbach, Borschow and Co. P.C. since 1977, serving as a tax partner and mentor to the managing partner since 1999. Outside of advisory work, he serves as board chairman and advisor for Paso Properties, LP. Lauterbach Financial Advisors, LLC manages investment portfolios for individuals, trusts, retirement plans, not-for-profits, and small businesses, offering comprehensive financial planning services. The firm’s investment approach emphasizes broadly diversified, largely passive portfolios grounded in Modern Portfolio Theory, with selective use of ETFs, fixed-income securities, and interval funds.

Stephen Rash is a financial advisor with Lauterbach Financial Advisors, LLC in El Paso, TX, holding a Series 65 designation and 17 years of industry experience. He has been with Lauterbach Financial Advisors since 2012 and has been involved with the accounting firm Lauterbach Borschow & Co., PC since 1981, where he served as a partner. Lauterbach Financial Advisors, LLC manages investment portfolios for individuals, trusts, retirement plans, nonprofits, and small businesses, offering financial planning services that include tax, estate, and retirement plan design. The firm employs a broadly diversified, largely passive investment approach based on Modern Portfolio Theory, utilizing no-load mutual funds, index funds, and selective fixed-income securities, while also leveraging third-party managers for certain asset classes.

Lariza Varela is an advisor with Lauterbach Financial Advisors, LLC, holding Series 63 and Series 65 credentials. She has been with Lauterbach Financial Advisors since 2013. Outside of her advisory role, she is the owner and manager of Innovolt Solutions LLC, an electrical contracting business based in El Paso, TX. Lauterbach Financial Advisors manages investment portfolios for individuals, trusts, retirement plans, nonprofits, and small businesses, offering financial planning consultations on various topics including tax, estate, and retirement plan design. The firm employs a Modern Portfolio Theory-based investment approach, focusing on broadly diversified, largely passive portfolios implemented mainly with no-load mutual funds, index funds, and selective use of ETFs and fixed-income securities.

William Johns is a Series 65 licensed financial advisor with 18 years of industry experience. He has been with Lauterbach Financial Advisors, LLC since 2007 and is also a partner at the CPA firm Lauterbach, Borschow & Company, where he has worked since 1989. Lauterbach Financial Advisors, LLC manages investment portfolios for individuals, trusts, retirement plans, nonprofits, and small businesses, offering additional financial planning services including tax, insurance, and estate matters. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing broadly diversified, largely passive portfolios implemented with no-load mutual funds, index funds, ETFs, and selective fixed-income securities.