Download professional bio

Survey
yes no Was this document useful for you?
   Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Document related concepts

Management consulting wikipedia, lookup

Opportunity management wikipedia, lookup

International Council of Management Consulting Institutes wikipedia, lookup

Investment management wikipedia, lookup

Transcript
Larry is a Chartered Financial Consultant (ChFC) and an Investment Advisor
Representative who helps a limited number of successful families and small
business owners make smart financial decisions to achieve everything that is
important to them. Larry is a 3 time recipient of the Five Star Wealth Manager
Award - Best in Client Satisfaction in 2009, 2010 and 2011. He started his career in
1985 with Lutheran Brotherhood (now Thrivent) as an Insurance Agent and a
Registered Representative as well as serving in Management as an Associate
General Agent. Larry ultimately became the Estate and Charitable Planning
Specialist as well as the Investment Planning Specialist for the Southeast Region at
Lutheran Brotherhood. In 1988, he started an independent firm known as Harvey
Financial Group which was a fee-based financial planning and investment advisory
firm. Now known as HFG Wealth Management, LLC, the firm is dedicated to
providing family office-type services to affluent and wealthy individuals, families
and business owners nationwide. Larry serves on boards of various companies and
is a sought after advisor lending his vast knowledge and years of experience to
their firms.
Larry is graduate of the University of Tampa, with degrees in Accounting and
Business Management. He is active in his church and community. Larry enjoys
spending time with his family, as well as coaching his sons' athletic teams. He
enjoys traveling to and exploring various locations around the world with his family
and friends. He and his wife reside in The Woodlands, Texas with their four sons.