As a member of the JNBA Leadership Team, Larry manages business reporting and financial activities, implements operational strategies, and manages the firm’s human resources infrastructure. He also plays a key role on the JNBA Compliance Team by monitoring SEC regulations and working to ensure the firm’s compliance practices remain up to date. Larry also works closely with the firm’s custodian to ensure an ongoing high level of service to JNBA clients.
“Advocacy means putting clients’ interests first, acting as the calm in the storm, serving as a shoulder to cry on in difficult times, celebrating life’s joys and accomplishments, and remaining true to our word.”
In addition, Larry oversees the internship program at JNBA, and his dedication to the next generation of talent has included acting as a judge for the Schwab & TD Ameritrade NextGen scholarship program over the last six years.
Larry joined JNBA in 2007 and has been in the financial services industry since 2004 having worked as an assistant to a Registered Investment Advisor in the Chicagoland area for three years. He graduated with honors from Northwestern University in Evanston, Illinois.
When not at work, Larry enjoys playing basketball, golfing, and running around several of the Minneapolis lakes while also spending time with his wife and two young daughters.
He is an active supporter of Special Olympics Minnesota having bravely represented JNBA for over a decade by jumping into a frozen lake as part of the organization’s Polar Plunge fundraiser.