Broker Check

Our Team

Matthew J. Larmann, CLU®, ChFC®


Since the day he graduated from Xavier University, Matthew Larmann has worked in the financial services industry. With over 30 years of advisory experience, he serves as an advocate for both corporate and individual clients. Through...

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Peter Swenty

Director of Wealth Management

Peter Swenty, a graduate of The University of Cincinnati, holds a BBA in Finance and began his career in the financial industry in 2005. Joining Larmann Financial in 2018 as a Director of Wealth Management, his personal mission is to...

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Thomas Nickol, ChFC®

Employee Benefits Planner

With over 35 years of industry experience, Tom Nickol specializes in marketing and servicing employee benefit programs. From 401(k) and 403(b) strategies to health and disability plans, Tom connects business owners with the right...

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Melanie Jacobsen

Director of Retirement Plan Services

An integral part of the LFC team since 2006, Melanie Jacobsen is responsible for managing our corporate client relationships. As a retirement plan specialist, Melanie serves as the point of contact for both plan sponsors and employees....

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Tricia Roth


After receiving her Bachelor of Arts degree in Communication Arts from the University of Cincinnati, Tricia Roth has been a key member of Larmann Financial for over 30 years. Tricia oversees the day-to-day tasks involved with a family...

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Elliott Jordan

Director of Operations

Elliott moved from a big, wirehouse firm to Larmann Financial to be able to better serve their clients in a more personal manner while still providing the same, unparalleled level of expertise and guidance. He made his home here in the...
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Rob Idol

Director of Investment Services

After nearly 20-years with big bank firms, Robert Idol moved his practice to Larmann Financial in late 2021.  “It was important to me that I join a firm that truly provides independent, fiduciary advice without pushing bank...

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