Our Team

David Lindau has been the President of Lauterbach Financial Advisors since its founding in 1999.

He joined the Lauterbach Financial Group in 1964 and served as a General Services Partner of Lauterbach, Borschow & Co., Certified Public Accountants until the founding of LFA in 1999. During his tenure as a General Services Partner, David worked primarily with closely-held businesses and has experience in auditing, accounting, tax and business consulting with an emphasis in business valuation and litigation support.

David has been in El Paso since 1949 and graduated from Texas Western College (now UTEP) with a BBA in 1961. He went on to earn a Master of Professional Accounting from the University of Texas at Austin.

In addition to being a Certified Financial Planner™ certificant, David is a Certified Public Accountant licensed to practice in Texas and a Certified Valuation Analyst. He holds a Texas insurance license as well.

Professional Affiliations:

• Texas Society of Public Accountants (life member)
• National Association of Certified Valuation Analysts
  
• Financial Planning Association

Jon Sonnen has been the Vice-President and Chief Operating Officer of Lauterbach Financial Advisors since its founding in 1999.

Jon is a Certified Public Accountant licensed in Texas and is credentialed as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants. The PFS designation is granted to CPAs who specialize in financial planning, complete a required number of education and business experience hours, and pass a rigorous exam. He is active in numerous civic, social and religious organizations in El Paso.

Professional Affiliations and Honors:

• American Institute of Certified Public Accountants
• Texas Society of Certified Public Accountants (TSCPA)
• El Paso Chapter of the TSCPA
• Voted CPA of the Year for 1992-93 by El Paso Chapter of the TSCPA
• Recognized as the 1995 Texas Accountant Advocate by the United States Small Business Administration

Billy DeFrance currently serves as Associate Advisor and Chief Compliance Officer and has been with the firm since 2004.

He also specializes in participant-directed 401(k) Plans and 529 Plans. In 2009, Billy completed the requirements and passed the exam to become a Certified Financial Planner™ certificant. Additionally, Billy is licensed as a Life and Health Insurance Agent in Texas and has the Texas Long-Term Care Partnership Certification and Medicare Related Product Certification.

Billy was active duty US Army from 1992 to 2002 and US Army Reserves from 2002 to 2005, serving in Field Artillery, Ordinance and finally as a Finance Officer at Ft. Bliss.

He completed his BBA degree in accounting in May of 2004 at the University of Texas of El Paso. He is a Paul Harris Fellow and a member of the Rotary Club of El Paso. He currently volunteers on the Funds Allocation Committee for the United Way of El Paso County and in various capacities with different organizations.

• Financial Planning Association

• El Paso Estate Planning Council

Suzanne Lindau currently serves as Investment Advisor Associate in charge of Client Services.

She joined the Lauterbach Financial Group in 1989 as an intern in the tax department of Lauterbach, Borschow & Co. while attending the University of Texas at El Paso (UTEP). Suzanne graduated with honors from UTEP with a BBA in accounting in 1992 and earned her CPA designation in 1995.

After several years of living away from El Paso, Suzanne came back and rejoined the Lauterbach Financial Group as an employee of Lauterbach Financial Advisors.

Miguel Gomez serves as Client Experience & Marketing Associate and has been with the firm since 2009.

His primary focus is on creating initiatives to strengthen our client relationships and coordinate LFA's marketing and communication efforts.  Prior to joining LFA, Miguel worked for a local brokerage agency as a consultant and financial advisor and also worked in the market research department for a Fortune 500 company in Mexico.
Miguel was born in Mexico City and, in 2004, graduated with honors with a marketing degree from the Monterrey Institute of Technology in Queretaro, Mexico. He serves as a volunteer for Junior Achievement of El Paso and enjoys writing, photography and traveling.

Crystal Rau currently serves as Client Service Representative and is the newest member of the LFA team.

Prior to joining LFA, Crystal worked for a national financial planning services firm as a financial advisor where she primarily served on the retirement planning team.  She has experience in estate planning, life insurance and long-term care insurance.
Crystal graduated with a BBA degree in management from Texas A&M University, Corpus Christi and is working on her master’s degree at the University of Texas at El Paso. She has already earned professional designations through the College for Financial Planning - Chartered Retirement Planning Counselor and Accredited Asset Management Specialist.  Crystal has completed all of her education requirements for the Certified Financial Planner^® designation and is currently preparing for the exam to earn the CFP^® certification.