Who We Are
Laurus Financial Group LLC
noun Lau·rus \ˈlȯrəs, ˈlär-\
Latin origin: source, triumph, victory, success.
At Laurus, we believe financial advice should feel personal, forward-thinking, and deeply aligned with your life goals. Backed by over 67 years of combined experience — across Wall Street, non-profits, and ultra-affluent families — our team blends institutional insight with boutique-level service.
We’re proudly multi-generational, from Millennial to Boomer, giving us a broad perspective that meets clients where they are — whether you’re building wealth, preserving it, or planning your legacy.
What sets us apart is our team-first approach. We collaborate across disciplines to ensure each client receives responsive, creative, and tailored solutions — delivered with the highest level of care and attention.
Our Story
Laurus was founded by R. Hays Englehart in 2002. In 2012, Craig Weinstein joined the firm, followed by a strategic merger in 2017 with ICS Wealth Management, led by Amir Barar. This partnership expanded our talent, capabilities, and vision — bringing even more resources to the families we serve.
In 2023, we deepened our capabilities through our partnership with Concurrent Advisors — a national RIA platform committed to empowering independent advisors. This affiliation allows us to leverage best-in-class technology, compliance, investment research, and operational support — so we can stay focused on what matters most: our clients.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Keith Huberman, CFP®
COO & Director of Planning, TailorMade Wealth Manager
Dan Roeske
President & CEO, TailorMade Wealth Manager
Dan Froning
Financial Planner
Brian Heimowitz
Concurrent Investment Advisors LLC - Vice President, Alternative Investments
Catherine Avery
Founder & Portfolio Manager, Catherine Avery Investment Management
Eddy Augsten
Concurrent Investment Advisors LLC - Managing Director, Investments
Jake Feldman
Client Service Associate
Leah Bennett
Concurrent Investment Advisors LLC - Chief Investment Strategist