Larry is a Partner in the Texas office. As a partner at Cerity Partners, he serves his clients by providing independent coordinated advice with a focus on corporate retirement plan consulting, as well as wealth management and financial planning services, to business owners, retirees, and professionals.
Prior to joining Cerity Partners, Larry was a Partner, Senior Financial Advisor, and member of the investment committee at FJY Financial. He joined FJY Financial in 2014 with the merger of LifePointe Financial Partners and FJY Financial. Larry had previously founded LifePointe Financial Partners on the principle that clients’ interests always come first. Since entering the financial industry, Larry has been dedicated to providing exceptional service to his clients. He serves as a trusted advisor to his clients by helping them gain clarity about the financial goals and values that are most important to them.
He has expertise in helping companies of all sizes and from a variety of industries design a qualified retirement benefit plan to meet their company goals and maximizes employees’ probability of achieving financial independence. His expertise has helped retirement plan sponsors to successfully navigate their fiduciary responsibilities while delivering best in class retirement solutions that engage and empower their employees for financial success. In 2018, Larry authored the book DESIRED RETIREMENT”- 401(k) Design to Help Employees Stop Wishing and Start Investing.
Larry holds the Certified Plan Fiduciary Advisor (CPFA) and Accredited Investment Fiduciary (AIF) designations and is a member of the National Association of Plan Advisors (NAPA).
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