Investment Advisor Representative
Larry believes that a successful partnership between a financial advisor and a client is built on trust and authenticity. Like many investors, his experience with other financial services firms has been to hear the “trust and authenticity” message spoken often but practiced rarely. His frustration with that negative experience drives him to go the extra mile to ensure his clients receive the time, attention, and expertise they deserve from their financial planning partner.
He has more than 40 years of experience providing investment management services to clients, who he also considers his friends.
Larry’s areas of expertise are financial planning for high-net-worth individuals, supporting family businesses, and retirement planning. He has extensive experience using separately managed accounts, mutual funds, and annuities in support of investors’ financial goals.
He was honored in Who’s Who of International Entrepreneurs for the years 2000 and 2003, and he attributes his personal success to making himself available to clients 24/7, as well as treating their investments as if they were his own.
Larry earned a bachelor’s in business and marketing from Chicago State University.
Pillar in His Community
Larry is a pillar in his local community:
- Since 1990, he’s served several terms on the Board of Trustees for the village of South Holland, IL
- As an active member of the South Holland Business Association, he has served the group as Director, Vice President, and President
- Within the First Reformed Church in South Holland, he has chaired the Deacon Board
- He has been a Director of Chicagoland Prison outreach, a ministry serving Cook County jail inmates and their families
His leadership, volunteerism, and charitable giving has put his fingerprints on numerous organizations and lives within his community.
Larry is a husband to Phyllis, father, and grandfather.