With more than 25 years in the financial services industry, Larry offers in-depth experience in helping families and professionals address each of their financial objectives. He is knowledgeable in comprehensive financial planning services, including 401(k) education, asset management and business planning.
As a Chartered Retirement Planning Counselor, Larry also has in-depth knowledge of the needs individuals face both before and after retirement, and engages in retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, estate planning and more.
Before joining LPL Financial, Larry was a financial advisor and associate vice president with Raymond James, Morgan Stanley and Merrill Lynch. Prior to that, he held positions at Seligman Funds and Oppenheimer Funds. Larry began his career at Merrill Lynch in 1994 as an Financial Consultant. He earned a bachelor’s degree in business from Wittenberg University.
Larry enjoys playing soccer in an over 50 league, is active with the Mendham High School boys lacrosse team, and serves as co-treasurer for the booster club. Originally from Mendham, he lives in Chester, with his wife, Rebekah, and their children, Mira and Cristian.