Larry is
an honors graduate of Indiana Wesleyan University, where he earned a Bachelor
of Science Degree in Business Management.
Larry
achieved the designation of Accredited Wealth Management Advisor in 2021 and
has also earned various investment and insurance-related certifications and
licenses throughout his career. Larry entered the financial services industry
in 2009 and has advised clients with their financial, investment, retirement,
and legacy needs with JP Morgan 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 client's goals and comfort with risk with long-term, disciplined,
asset allocation plans unique to each client. The needs and best interest 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 Cleabrook Center in Illinois, serving
adults with disabilities, teaching vocational skills, and assisting them in
attaining gainful and meaningful employment in the community. More recently,
Larry has volunteered with the Kiwanis club, is an American Legion and VFW
member, serves with the Hanna Lions Club, and is a board member of the Young
People's Theatre Company/Holdcraft Players in Michigan City, IN and the 4th
street Theater in Chesterton, IN. Larry and his wife, Dee, have two daughters.
Larry and his wife are also avid supporters of the arts and have been active,
on-stage and off, for many years in the various community theater groups
throughout Northwest Indiana.