Profile

Larry is a principal at Somerset CPAs and provides wealth management services. Prior to joining Somerset, Larry was a director and partner in Fringe Benefit Planners for 15 years. In addition to managing client investments in the millions of dollars, his expertise in risk management ranges from the analysis of appropriate disability policies to developing business and personal strategies for the implementation of life policies utilizing tax-favored strategies. He is a frequent speaker for the Somerset Practical MBA program, our Financial Skills for Kids, Teens and Young Adults seminars and several other financial education programs.

Education

Larry received his B.S. degree cum laude in three years from Butler University in 1978. Larry’s credentials include Chartered Life Underwriter, Chartered Financial Consultant and Accredited Asset Management Specialist.

Memberships/Community Involvement

• Member of the Board of Regents of the National Heritage Foundation, Inc.
• Member of the National Association of Securities Dealers
• Treasurer for the Rehabilitation Hospital of Indiana Foundation board
• Member of the Risk Management Committee under the 2012 Super Bowl Host Committee
• From 1995 to 1998, he was an NFL Players Association Certified Contract Advisor.

Contact Information

Telephone: 317-472-2112
Fax: 317-208-1112
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
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