17 Years in the Financial Service Industry
Larry is an honors graduate of Indiana Wesleyan University, where he earned a Bachelor of Science Degree in Business Management. He has also earned the Accredited Wealth Management Advisor and Certified IRA Services Professional designations. Larry believes in continual professional education and growth. Larry entered the financial services industry in 2009 and has advised clients with their financial, investment, retirement, and legacy needs with JPMorgan Chase, PNC Bank/Investments, and Edward Jones Investments.
“Entering the financial industry after 2008 provided me with an appreciation for an individualized portfolio approach. I believe in balancing my clients’ goals and comfort with risk through long-term, disciplined asset allocation plans tailored to each client. The needs and best interests of the clients I serve are paramount in developing meaningful, long-term relationships with them”.
Before moving to Indiana in 1995, Larry worked with The Little City Foundation and The Clearbrook Center in Illinois, serving adults with disabilities, teaching vocational skills, and helping them attain gainful, meaningful employment in the community. More recently, Larry has volunteered with the Salvation Army of Michigan City, is an American Legion member, serves with the Hanna Lions Club, and serves as a board member for The Lubeznik Center for the Arts and the Rotary Club of Michigan City, IN. Larry and his wife, Dee, have two daughters. He and his family are avid supporters of the arts and have been active, on-stage and off, for the past 30 years in the various community theater groups throughout Northwest Indiana.