About Us

Larry graduated from Northern Illinois University with a Bachelor's Degree in Business.  Fresh out of college, he started his career in sales at a machine tool manufacturer.  He was later transferred to St. Louis to assume the role as President of the local division of this machine tool manufacturer.


In his late 30's, Larry decided it was time for a career change.  Since then, he hasn't looked back.  To date, he has over three decades of experience in the financial industry.  He obtained the CLU (Chartered Life Underwriter) designation and also his ChFC (Chartered Financial Consultant) designation.  He attends several continuing education seminars and sales conferences throughout the year to keep himself on top of the ever-changing financial industry.  He is a member of the Society of Financial Service Professionals (SFSP) and National Association of Insurance and Financial Advisors (NAIFA).  


Matt obtained a Bachelor's degree in Personal Financial Planning from the University of Missouri-Columbia in 2002.  He immediately joined Larry in the financial planning field and has recently began his 17th year in the industry, working with individuals and small businesses.  Larry and Matt have almost five decades of combined financial planning knowledge.  As Investment Adviser Representatives with Voya Financial Advisors, he and Larry work together on a daily basis.  Matt also has an office located at a local community bank, New Frontier, in the Saint Charles area. He enjoys meeting face to face with his clients and focuses on simplifying the complicated financial landscape.  He feels that through education, each and every client, can better understand the complex nature of financial planning.  His number one goal is attempting to help each client rest easy by calming their fears and concerns about eveything related to their finances.