Broker Check

Who We Are

How We Work

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

Keith Huberman, CFP®

COO & Director of Planning, TailorMade Wealth Manager

Dan  Roeske

Dan Roeske

President & CEO, TailorMade Wealth Manager

Dan Froning

Dan Froning

Financial Planner

Brian Heimowitz

Brian Heimowitz

Concurrent Investment Advisors LLC - Vice President, Alternative Investments

Catherine Avery

Catherine Avery

Founder & Portfolio Manager, Catherine Avery Investment Management

Eddy Augsten

Eddy Augsten

Concurrent Investment Advisors LLC - Managing Director, Investments

Jake Feldman

Jake Feldman

Client Service Associate

Leah  Bennett

Leah Bennett

Concurrent Investment Advisors LLC - Chief Investment Strategist

Michelle Baril

Michelle Baril

Executive Administrative Manager