Revolutionize Your Financial Journey

Jim Lao, President of TvH Financial and a dedicated Wealth Advisor, plays a vital role in helping clients navigate their financial journeys. He works closely with individuals and families to understand their unique short- and long-term goals, offering personalized guidance every step of the way. His expertise spans retirement planning, insurance solutions, and investment strategies, all tailored to align with each client’s specific needs and aspirations.

With a client-first mindset, Jim is committed to building lasting relationships founded on trust and transparency. He takes pride in crafting comprehensive financial plans that not only address immediate concerns but also lay the groundwork for long-term financial security and growth. Through his leadership at TvH Financial, Jim continues to make a meaningful impact on the financial well-being of those he serves.

Ryan’s approach is grounded in a deep belief that his own success is intrinsically linked to the success of those he advises. He doesn’t view his work as a series of transactions or isolated tasks, but rather as a shared journey toward financial well-being. This mindset shapes every interaction he has with his clients.

To Ryan, being an advisor is more than just a job—it’s a meaningful commitment rooted in building relationships based on trust, transparency, and mutual growth. He strives to empower clients with the knowledge and strategies they need to make confident financial decisions, and he measures his success by the positive impact he has on their lives. Whether guiding someone through retirement planning, investment choices, or financial challenges, Ryan remains dedicated to improving their financial health and long-term stability. 

My name is Eric Petersen and my work is to help you obtain your financial goals through financial planning.

You were likely referred to me by someone you respect and trust. You were referred not only because of their excitement for what I do, but also because they care about you and want you to experience the same advantages and benefits.

I love what I do and part of that is because I work with amazing people -- people who trust themselves, people who have outstanding economic potential, people who make sound decisions based on facts, and people who are proactive and care about their lives and the lives of their loved ones.