Larry Root & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Larry Root

Larry Root

CFP®, CFS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Larry Root's website
Brian Curry

Brian Curry

CFP®

Financial Advisor

Chief Operating Officer of Larry Root & Associates
Visit Brian Curry's website
Brian Gould

Brian Gould

CRPC®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Brian Gould's website
Eric Ashburn

Eric Ashburn

CFP®

Associate Financial Advisor

Financial Planning Specialist
Visit Eric Ashburn's website
Chris McCrillis

Chris McCrillis

MBA

Financial Advisor

Insurance Specialist
Visit Chris McCrillis's website

Team

Nikki R. Koon

Nikki R. Koon

Office Manager

Qualifications

  • 23 years of experience as an Ameriprise office manager or client service specialist
View more
Mariko Cobb

Mariko Cobb

Operations Specialist