LAURUS FINANCIAL GROUP - Key Persons
Amir Barar, CRPC, has worked with some of the largest brokerages in the world, founded his own independent advisory firm -- ICS Wealth Management -- and successfully merged that company with Laurus Financial group to leverage resources and bring value to his clients.
In more than 18 years in the financial services industry, he's built a reputation for knowledge, patience and follow through among a wide variety of clients.
At Franklin Templeton Investments, he serviced the broker/dealer community regarding investment strategies, portfolios and returns of domestic equity, fixed income, government and international investments. As a Morgan Stanley financial advisor, he specialized in investment strategies for high net worth clients. And he continued to grow a loyal clientele at Merrill Lynch. In 2009, Amir founded ICS Wealth Management, to provide a more customized, objective and one-on-one experience for clients.
Amir earned a B.S. from the University of California at Davis and holds a Certified Retirement Planning Counselor designation. He lives in Moraga, California with his wife Michelle and two sons, Jake and Aiden. He's a member of Spark, a non-profit seeking to change patterns of inequality that impact women throughout the world. In his free time, he enjoys road biking, golfing and cross training.
More than 22 years in the financial services industry has taken Craig Weinstein from Wall Street to the top ranks at major banks to a partnership at Laurus Financial Group, a truly independent and client-first wealth management practice.
Craig specializes in investment management, overseeing trading, money management, investments, research, and model development. Through fact finding and assessing the risk appetite of clients, he crafts customized portfolios, and he believes professionalism and cooperative development are the foundation of any strong financial plan. His ability to relate and understand the needs of his clients allows him to customize their plans to benefit everyone's unique situation.
Before joining Laurus in 2012, Craig held Vice-President Investment titles at Wells Fargo advisors, WM Financial Services and Citibank Investments. He holds multi-state insurance licenses and FINRA Series 7, 63 and 65 registrations. Craig studied Business and Finance at Hunter College in New York and holds his AIF designation, which solidifies his belief in his fiduciary responsibility to his clients and their families.
Craig hails from New York City but left the East Coast to be closer to family and the California sunshine. He lives in Walnut Creek, California with his wife Jamuna, their son Asher and daughter Charlotte. Craig enjoys outdoor activities and believes in a true balance of life. He is a sports enthusiast and an avid golfer as well. His favorite pastime is letting Hays win on the golf course, as he was always taught to respect his elders.
Daniel Froning is an accomplished professional with a degree in Finance and Accounting from The University of Colorado Boulder Leeds School of Business. With a solid foundation, he embarked on his wealth management journey at AMG National Trust Bank, contributing over three years of dedicated service as a Wealth Management Financial Analyst and Associate Financial Advisor. Dan is committed to a comprehensive approach to wealth management, incorporating detailed analyses of estate planning, taxation, and investments, among other aspects. Beyond his professional pursuits, Dan indulges in many Colorado action sports during his leisure time.
Job Titles:
- President & CEO, TailorMade Wealth Manager
Dan began his professional career in 1996 with CIGNA Financial Advisors.
In 2003, Dan became a founding partner of LifeSource, LLC along with several of his peers. LifeSource, LLC provided Point of Sale advanced markets and life insurance distribution services for UBS, Raymond James, Wachovia Securities, AG Edwards, and LPL. With a focus on High Net Worth planning, Dan played a key role in offering his qualified advice and counsel on Estate, Business, Tax and Asset Preservation Planning directly to the end client and their advisors.
After multiple years as a perennial top producer in each organization, in 2008, Dan founded his own boutique practice leaving the large corporate bureaucracy behind. TailorMade Financial was founded with a singular goal - provide a select group of clients and advisors across the country with a level of sophisticated wealth management and financial planning that is second to none.
Dan resides in The Woodlands, Texas with his wife, Paula and four children, son Kyle and his triplet siblings Madison, Bradley and Kaley.
Keith began working in the financial services industry in 1989. As a former member of both the New York Stock Exchange (NYSE) and American Stock Exchange (AMEX), Keith worked as an option specialist and market maker for Spear Leeds & Kellogg. After leaving the daily trading grind, Keith moved to California and began working within the securities litigation arena providing forensic accounting, analysis and professional testimony for law firms around the country. Keith still maintains close ties to the securities litigation/arbitration world and has been engaged as an experienced witness on life insurance related arbitrations/court cases.
In 1998, Keith transitioned back to financial services. Keith was a founding member of LifeSource, LLC which provided advanced planning services to national wirehouses, independent and regional broker-dealers. In 2009, Keith partnered back up with Dan Roeske at TailorMade Financial, Inc. to begin the mission in providing unmatched planning when it comes to Estate, Tax, Business and Asset Preservation planning to elite financial advisors and their clients.
Keith attended the University of Florida and the State University of New York. Keith went on to earn his Chartered Life Underwriters degree from the American College and is a CERTIFIED FINANCIAL PLANNER™ professional.
Keith currently resides in Matthews, North Carolina with his wife Jennifer and two children, twins, Max and Madison.
Mackenzie is a financial professional with a passion for data analytics and a steadfast commitment to ensuring the customer always comes first. With three years of experience in the banking and client-focused industry, Mackenzie has honed her skills in providing exceptional financial services and creating seamless customer experiences.
Mackenzie's journey in the financial sector led her to a pivotal role as Assistant Vice President in the finance division at Bank of the West in San Francisco. Her time there allowed her to build a robust foundation in finance, which she combines with her interest in data analytics to make informed financial decisions. A graduate of the University of California, Davis, Mackenzie holds a Bachelor of Science (BS) degree in Managerial Economics. Her collegiate experience extends beyond academics, having played Division 1 Lacrosse, a testament to her discipline, teamwork, and determination.
Mackenzie's professional philosophy revolves around the unwavering belief that the customer should always come first. She is dedicated to delivering outstanding service, earning trust, and fostering lasting client relationships.
Born and raised in Virginia, Mackenzie has strong family ties to her hometown. She currently resides in Walnut Creek, California, with her husband, Adam. Beyond her professional pursuits, she actively engages with her community as a Swim Coach for a local pool and trains with USA Masters Swimming, showcasing her commitment to personal growth and an active lifestyle. Aside from the pool, she loves hiking the abundant trails in the Bay Area