Larry Root & 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.


Advisors

Larry Root

Larry Root

Private Wealth Advisor

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Brian Curry

Brian Curry

Financial Advisor

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Brian Gould

Brian Gould

Associate Financial Advisor

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Eric Ashburn

Eric Ashburn

Associate Financial Advisor

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Chris McCrillis

Chris McCrillis

Financial Advisor

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Team

Nikki R. Koon

Nikki R. Koon

Office Manager

Qualifications

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

Mariko Cobb

Operations Specialist