Team Leader
Why am I an advisor?
My reasons for becoming a financial professional are personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.
I am confident that with my teaching background, my understanding of personal finance, combined with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
My best days are when I can help someone.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet the Team
Larry Tantilla, CRPC®, QPFC®
Owner/President
Investment Committee
Arild Holm, CFA®
Investment Committee Member
Jared Sutton, CFA, CFP®
Investment Committee Member
Jim Wessels, CPA/PFS™, CFA®
Investment Committee Member
Sean Phillips, CFA
Investment Committee Member
Shane McMahon, CFA
Senior Advanced Case Design Specialist