Our Team

Our Team

As a client of Lauterbach Financial Advisors, you’re not just working with a single advisor. You’re working with a whole team of experienced professionals who all share a single mission: to help you Live Financially Confident and reach your most important goals.

  • Suzanne Lindau, CPA/PFS
    Suzanne Lindau, CPA/PFS
    Wealth Advisor / President
    Meet Suzanne
  • Billy DeFrance, CFP®
    Wealth Advisor / Chief Compliance Officer
    Meet Billy
  • Jon Sonnen, CPA/PFS
    Senior Wealth Advisor
    Meet Jon
  • David Lindau, CPA, CFP®, CVA
    Advisor Emeritus
    Meet David
  • Miguel Gomez, CFP®
    Wealth Advisor (Hispanic Investors)
    Meet Miguel
  • Dan Sonnen, CFP®
    Wealth Advisor
    Meet Dan
  • Lariza Varela
    Client Relationship Specialist
  • Veronica Jauregui
    Client Relationship Associate

Learn More:

Our Alliances and Affiliations
Who We Serve
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Our Alliances and Affiliations
Who We Serve
Back to Firm Overview