Meet Our Advisors
The advisors at Wealth Planning Advisors LLC are open to in-person meetings with people in their respective locations, but most meetings are conducted virtually - which means that your location isn't a problem. No matter which state you call home, Wealth Planning Advisors LLC can help you with your financial planning needs.
The advisors at Wealth Planning Advisors LLC operate as independent advisors with their own branding. You can view each of their websites and learn more about their practices by clicking on the "Learn More" button in their bios.
Austin Preece
CFP®, EA
Austin lives in Eau Claire, Wisconsin, where he met his wife, Dana, and got his Bachelors in Finance from the University of Wisconsin - Eau Claire. He operates his business as Preece Financial Planning, which is a DBA of Wealth Planning Advisors LLC.
Austin has been working in the financial planning profession since 2018 and primarily works with young professionals, entrepreneurs, and real estate investors. He also prepares taxes, which gives him unique insight into tax planning.
Brooks Larson
ChFC, RICP
Brooks and his wife, Shelly, live in Arizona and visit Minnesota periodically throughout the year. Brooks earned a B.A. in Economics from Macalester College and an MBA in Finance from the University of St. Thomas.
With over 25 years of experience, Brooks primarily works with business owners and retirees. He operates his business as Brooks Larson Wealth Management, which is a DBA of Wealth Planning Advisors LLC.