Background

Larry began his career in 1994 in Seattle, Washington with Prudential Securities which eventually became Wells Fargo Advisors. He is the senior member of a team of advisors that serve the investment and planning needs of his clients. He can provide access to all of Wells Fargo Bank, N.A.'s planning and lending resources to help address financial concerns facing investors. He spends much of his energy serving as the PIM® Portfolio Manager for a variety of investors, non-profit organizations, and retirement plans.

Away From the Office

In his free time, he enjoys reading, writing, live music, and theatre productions. He was a former board president of the Seattle Shakespeare Company. He is an alumnus of the University of California, Berkeley and has graduate degrees in Finance from Seattle University and International Relations from the University of Southern California. He lives in Scottsdale with his wife, Gabi, and their two dogs. He is a former U.S. Air Force officer, a veteran of Operation Desert Storm, and has lived in Japan, England, Turkey, Spain, and Germany. He loves hiking in the Arizona desert and is proud to claim he has hiked down the Grand Canyon six times.

CA Insurance License Number: 0B86033. Resident State AZ.

About

Tara entered the securities industry in 1999 with Smith Barney as a client associate and steadily advanced while building an expertise in wealth management and investment planning. She joined Wells Fargo Advisors in 2012 and assumed her present role as financial consultant in 2021.

Background

Tara is a member of a team of advisors that serve the investment and planning needs of their clients. As financial consultant on the team, she plays a vital role in all investment decisions, while integrating retirement and estate planning strategies into her relationships, as well as had access to lending solutions through Wells Fargo Bank, N.A. She is a graduate of the University of Wisconsin, Madison and earned a B.S. degree in psychology. Prior to her securities career, Tara developed and franchised a successful event planning business across eight states. She believes this entrepreneurial experience makes her invaluable on her team of advisors. Her strong managerial skills are the product of a long career in business and are responsible for the team’s focus on customer service and a disciplined investment process.

Away from the office

Tara values quality time with her family and friends, taking great pride in her two beautiful granddaughters, Jaylynn and Leilani. She is passionate about animal welfare and volunteers at the Best Friends Animal Sanctuary in Kanab, Utah, where she cares for a variety of animals. You will often find her enjoying local theatre productions, and since she grew up in Wisconsin, she remains a lifelong Green Bay Packers fan.

CA Insurance License Number: 0L58574. Resident State AZ.

About

Marcy began her financial services career in 1995 in Charlottesville, Virginia. In 1998, she relocated to Arizona and joined Norwest Investments, a predecessor of Wells Fargo Advisors, as a registered sales assistant. With over 30 years of industry experience, Marcy brings a deep understanding of the high level of service clients expect and has valuable insights into the unique needs of our clients.

Background

Marcy holds a Bachelor of Applied Science from the University of Louisiana at Lafayette and a Master of Arts in Education from the University of Phoenix. She maintains the FINRA Series 7, 63, 65, 9, and 10 securities registrations and her Arizona health, life, and variable annuities license. She also holds the Accredited Asset Management Specialist℠ (AAMS®) designation. Throughout her career with Wells Fargo Advisors and other brokerage firms, Marcy has held various roles, including financial advisor, compliance officer, and management positions. She worked as a real estate agent in Denver, Colorado before returning to Arizona.

Marcy was recognized as a Wells Fargo Advisors 2025 Platinum Pinnacle Client Associate and was included in the top 1% selected to attend the 2025 National Growth Summit in Orlando, Florida. The Wells Fargo Advisors’ Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measure by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experiences, partnership with Financial Advisors to support their objectives, and task execution.

Away from the office

Marcy grew up near New Orleans, Louisiana, but has resided in Scottsdale, Arizona for most of the past 25 years. Her daughter is a 2020 graduate of the University of Colorado Boulder and is pursuing a Master of Science in Occupational Therapy at Shenandoah University. Her son is a U.S. Marine and is studying Financial Planning at Arizona State University. In addition to spending time with her family and friends, Marcy enjoys traveling, entertaining, snow skiing, golfing, and hiking. She is also a volunteer for HopeKids of Arizona.

CA Insurance License Number: 0E91190. Resident State AZ.