Lauterbach Financial Advisors began serving the community of El Paso in 1999 and has grown to serve the region more widely, including investment services for people with financial interests on both sides of the border.
We uncover sound solutions for the unique life goals and financial needs of every client. While we offer financial planning and wealth management solutions, we often become more than just advisors to our clients. We are consistently objective and conscientious, and we are committed to offer our clients guidance and discernment in many aspects of their financial lives.
Our ongoing relationship with Lauterbach, Borschow & Co gives us comprehensive insights into tax implications and a particularly tax-sensitive approach to wealth management.
Managing your financial life is a responsibility we take very seriously. The value and importance of our client relationships is what excites and inspires us.
Our clients trust us to provide financial services and proactive advisement to meet their life goals, needs and ambitions. As a fee-only fiduciary, our priority is you, our client. We serve as we’re needed, when we’re needed and in ways our clients feel best supported. We know our clients and anticipate their needs. As advisors, the trust our clients place in us is earned in what and how we deliver.
Suzanne E. Lindau, CPA/pfs
Billy DeFrance, CFP®
Dan Sonnen, CFA, CFP®
Partner, Wealth Advisor,
Chief Investment Officer
Miguel Gomez, CFP®, EA
Wealth Advisor, Hispanic Investors
Chief Compliance Officer