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About Us

Meet Columbus Advisors

A father-and-son team helping clients build toward what matters most.

Columbus Advisors is a wealth management and financial planning firm founded in 2012 with one goal: helping clients reach theirs. Our advisors bring together decades of combined experience across generations, giving clients access to both seasoned expertise and a long runway of continuity in the relationship. We work with individuals and families across generations, building financial plans that adapt as life changes and helping clients move toward retirement, education funding, wealth transfer, and the other milestones that matter most to them.

Columbus Advisors is a family business, led by a father and son, and that sense of family shapes everything about how we work. It's there in how our team treats one another, and it's there in how we treat our clients — with the same care, patience, and honesty we'd want for our own. When a client puts their trust in us to help guide them toward their financial future, we don't take that lightly. It's a responsibility we carry seriously, in good markets and hard ones, because their goals become ours too.

Columbus Advisors team

Our Advisors

Frank Lavin, Sr., CLU, ChFC, CFP®, Principal holds a B.A. from the University of California, Berkeley, and is a Certified Life Underwriter, Chartered Financial Consultant, and Certified Financial Planner®. He is a member of the Million Dollar Round Table (MDRT) with Top of the Table distinction, an honor reserved for top-performing financial professionals worldwide. Frank has been involved in the financial services industry for over thirty-five years.

Frank Lavin, Jr., CFP®, MSFP joined the firm in 2018 and is now a partner. He holds a B.A. from Fordham University and a Master of Science in Financial Planning from Golden Gate University, and is a Certified Financial Planner®. Frank Jr. is also a Navy veteran.

Lisa Lagorio, CFP®, Natalie Leininger, CFP®, and William Spriggs have been independent advisors associated with Frank since 2012, with Frank serving as their securities principal, overseeing and supporting their practices throughout that time. In 2022, they joined the firm in an official capacity.

Our Service Team

An organization is only as good as its people. Our service team shares a set of traits we value deeply: they are honest, hardworking, knowledgeable across every aspect of client service, loyal and committed to both our firm and their own families, and kind. We could not have more admiration for our service team of Emily Wells (2014), Rod Salvador (2018), and Silvana Lopez (2025).

Olivia Smith serves as our Director of Accounting and Human Resource