Our advisors

Larry Root

Larry Root

CFP®, CFS®, APMA®

Private Wealth Advisor

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

Brian Curry

CFP®

Financial Advisor

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

Brian Gould

CRPC®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Brian Gould Visit Brian Gould's website
Chris McCrillis

Chris McCrillis

MBA

Financial Advisor

Insurance Specialist
Learn more about Chris McCrillis Visit Chris McCrillis's website
Eric Ashburn

Eric Ashburn

CFP®

Associate Financial Advisor

Financial Planning Specialist
Learn more about Eric Ashburn Visit Eric Ashburn's website

Our team

Nikki Koon

Nikki Koon

Office Manager

Mariko Cobb

Mariko Cobb

Operations Specialist