Larry is a Fiduciary Advisor at Trajan Wealth with 25 years of experience in the financial services industry. His approach starts with understanding each client’s dreams and goals, and he makes one thing clear early on: the assets and the goals belong to the client, not the advisor. His role is to work alongside each person in pursuit of long-term goals built around what matters most to them.
Larry places clients and their families at the center of every relationship, developed through thoughtful financial planning that begins with asking the right questions and listening closely to the answers. From there, he works with clients to build an initial plan that reflects those conversations and sets a clear foundation for the road ahead. Larry also has a personal interest in behavioral finance, drawn to how psychology shapes financial decision-making.
Larry’s path to financial advising began with his service in the U.S. Navy, an experience that shaped his discipline and broadened his perspective as he traveled the world and met people from all walks of life. Afterward, he earned a BA in Finance and an MS in Management and Leadership. Outside the office, that same curiosity shows up in his personal interest in exploring new technology and practical, user-friendly tools.
Larry's Hometown
Cincinnati, Ohio
Favorite Food
Italian
Favorite Sports Team
Cincinnati Bengals
Quote
“The path to our destination is not always a straight line. We win and we lose and we learn and we grow and we are inspired and we are helped.”~ Brené Brown
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