The Team

Eric M. Larson & Associates
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Eric M Larson

Eric M Larson

Private Wealth Advisor

More about me...

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

VISIT MY WEBSITE

Robert Rudnicki

Robert Rudnicki

Financial Advisor

More about me...

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

VISIT MY WEBSITE

Brian Grote

Brian Grote

Financial Advisor

More about me...

Top Areas of Focus

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

Education

BA, Economics, University of Illinois at Urbana-Champaign

VISIT MY WEBSITE

Martin Friel

Martin Friel

Financial Advisor

More about me...

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

VISIT MY WEBSITE

Our Staff

Kristine F Ford

Associate Financial Advisor

More about me...

Roles & Responsibilities

  • Investment Account Oversight
  • Transactions
  • Money Movement

Jennie M Fleming

Associate Financial Advisor

More about me...

Roles & Responsibilities

  • Insurance
  • Financial Planning

Lisa Lahner

Client Service Specialist

Brooke Shealy

Client Service Manager

Christi Kennedy

Client Service Manager