Broker Check

8425 Pulsar Place
Suite 450
Columbus OH 43240


Larry is a 1975 graduate of the Ohio Northern University College of Law. Admitted to the Ohio Bar in 1975, Larry does not practice law. Larry received his CLU (Chartered Life Underwriter) designation from the American College in 1980....

Read more

Helga C. Klein

Office Manager

(614) 785-6600

(614) 785-9511

Helga assists Larry and Tom with the daily operation of the office. Helga is a graduate of The Ohio State University with a B.S. in Business Administration. She has 29 years experience in the financial and insurance fields. Helga has...

Read more

Tom is a 2003 graduate of the Capital University Law School. Tom was admitted to the Ohio Bar in 2003, but does not practice law. Tom is also a graduate Magna Cum Laude of the University Of Toledo School Of Business, with areas of...

Read more

Doug is the Enrollment and Education Specialist for Retirement & Wealth Planning. He has a passion for helping plan participants make the most of their financial resources. He develops and presents seminars that help plan participants...

Read more