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...
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...
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...
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....
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...
Director of Operations
Investment and Wealth Advisor
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...
Click below to get your risk number.