Who We Are

How We Work

Laurus Financial Group LLC

noun Lau·rus \ˈlȯrəs, ˈlär-\

  1. (Latin) Source of origin
  2. Triumph, victory, success

Together, Laurus advisors draw from a collective 67 years of experience managing assets on Wall Street, for non-profits, for the ultra-affluent and more. We’re multi-generational – from Millennial to Boomer – giving us a depth and breadth of perspectives to best assist you at any stage of life. And our team approach emphasizes innovation and A-level service for every client.

Founded by R. Hays Englehart in 2002, Laurus Financial Group welcomed Craig Weinstein in 2012. In 2017, Laurus merged with ICS Wealth Management, founded by Amir Barar, in a powerful partnership that brought more resources to 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