The Team

Eric M. Larson & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Eric M Larson

Eric M Larson

Private Wealth Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Education

B.S. Finance, Illinois State University, Normal IL 1995, B.S. Agri-Bus/Horticulture, Illinois State University, Normal IL 1995, M.B.A., Aurora University, Aurora IL 2004
CA Insurance #0F12230

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Brian Grote

Brian Grote

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

BA, Economics, University of Illinois at Urbana-Champaign

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Martin Friel

Martin Friel

Financial Advisor

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Designations

MS

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances

Education

Bachelors of Science in Economics and Finance, Illinois State University, Masters of Science in Economic Policy Analysis, DePaul University

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Kelly Bays

Kelly Bays

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Education

Bachelor of Arts at Hope College in Finance and Marketing
CA Insurance #0H46780

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Robert Rudnicki

Robert Rudnicki

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies

Education

Masters of Project Management - Keller Graduate School of Management

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