Experience
Larry has had an extensive career in the financial services industry, and with more than 25 years of experience as a practicing CPA and 12 years as a Certified Financial Planner, he has earned a proven track record through his strong dedication serving as a trusted advisor to individuals, families, and businesses.
Prior to joining DHAS, Larry was the Chief Financial Officer for two privately owned companies and the personal finance advisor for the company owners. He began his financial services career with international accounting firm KPMG, concentrating on middle-market companies, their owners, and their families.
Specialty Areas
Personal Financial Planning
Larry specializes in providing personal financial planning and tax services. He assists his clients preparing and implementing comprehensive financial plans that will help them reach their short and long-term goals, such as saving for retirement, paying for college, and diversifying their investment portfolios.
In 2000, Larry founded DHASFP, and in 2004 he joined The Garrett Planning Network because of a common interest in providing competent, unbiased, fee-only financial planning advice to people from all walks of life. His clients include business owners, corporate executives, working families, and individuals in Connecticut, New Jersey and numerous other states.
As a partner in DHAS, Larry has serviced both public and privately held companies within the manufacturing, retail, professional services, and distribution sectors. He has worked closely with many long-standing corporate clients on sophisticated tax planning matters, business acquisitions, succession planning, and operational issues.
Education, Professional Development and Memberships
Larry graduated magna cum laude from the University of Hartford in Connecticut with a B.S. degree in accounting. He completed both the Chief Executives and Senior Officers in Family Business program and the Strategy Analysis for Finance and Marketing program at The Wharton School of the University of Pennsylvania. Larry was awarded the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 1996. He also received the right to use the CFP® marks of distinction from the CFP Board in 1996.
Larry has been an invited speaker at The Garrett Planning Network Annual Retreat, advising other financial planners on practice management and marketing issues. He has also contributed to an article on the impact of the alternative minimum tax published in Wealth Magazine.
He is a member of the American Institute of Certified Public Accountants (AICPA), and its Personal Financial Planning Division. He is also a member of the Connecticut Society of Certified Public Accountants (CSCPA), the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). Larry is also a Registered Investment Advisor licensed with the State of Connecticut Department of Banking.
Community Service
Larry is a member of the Board of Directors and Treasurer of the Child Abuse Prevention Foundation of Farmington, Connecticut, Inc. He is a past president, Treasurer, and Board member of the Farmington Exchange Club. His contributions to these organizations have helped raise over $100,000 towards Child Abuse Prevention. |
