Larry is a native of Denver, Colorado and veteran of the Financial Services Industry, starting his career in 1974. Graduating with a degree in Clinical Psychology from Colorado State University he joined Mutual of Omaha Companies, where over the course of 20 years, he ascended from Sales Management to Vice President and Director of Sales & Marketing for the Mutual of Omaha Fund Management Company.
That Mutual of Omaha affiliate company was sold to Pioneer Funds in 1993 and Larry transitioned to the private financial planning industry.
Becoming a full partner in 2004, Larry now focuses his experience and knowledge on serving his clients with all aspects of their planning needs.
His experience includes complete financial planning, investment advisory consulting, estate planning, retirement planning, and business planning.
Larry’s experience has lead to working with myriad financial products. His first love is working one-on-one with clients to build long-term relationships with them and their families to create and preserve their wealth.
He has been married to his wife Barbara since 1975.