Meet Up

In person, by web meeting, or over the phone. Let’s define where you want to go.

 

Create a Plan

Together we’ll create a specific plan with clear goals and next steps

 

Gain Confidence

A clear plan can lead to less stress now and a more confident future.

 

Meet Your Financial Planning Team

David T. Larson CLU, CFP®

Wealth Advisor

My interest in investing began in middle school trading baseball cards, where I collected Ken Griffey, Jr. and Jim Thome rookie cards, hoping they would be worth a lot more in the future. Unfortunately, the mass production of the cards resulted in a loss of value and was a foundational lesson for my future career as a financial advisor.

I grew up in Wytheville, VA, the son of a college professor and a high-school teacher. In 1996, I then left home to attend the College of Business at James Madison University. While attending JMU and working at Massanutten Resort, I met a lovely girl named Emily, and we married 4 years later.

After graduation, I began my career with John Hancock, where I met many great leaders and mentors who encouraged my growth and helped me develop my own planning approach. In 2009 I completed the CERTIFIED FINANCIAL PLANNER designation, and then established my own independent firm in May of 2012.

I firmly believe we are all called to be good stewards with the resources entrusted to us. We live in a time in history where, as Americans, we have unprecedented information, wealth, and opportunities. A great deal of responsibility comes along with these blessings.

I live in Bridgewater, VA with Emily, our six creative and rambunctious kids, and our dogs Tilly and Rosie.  I enjoy hiking, travelling to new places, golfing and reading. My favorite book is Love Does, by Bob Goff. My favorite podcasts are the TED Radio Hour and Building a StoryBrand.

Tyler L. Conley CFP®

Wealth Advisor

I am a native of the Shenandoah Valley where I attended Broadway High School and then completed my Bachelor’s degree in Business Administration at Bridgewater College. Growing up I’ve always been interested in the world of business and finance. This career is perfect for me, because I have always enjoyed collaborating with others. When I work with clients to guide them, I am able to educate them as we work together to make important decisions.

I believe in the mission of enhancing the lives of those around me. Throughout my life, many coaches and mentors and have guided me through important decisions I’ve made. These individuals have impacted my life greatly, and these experiences have made it clear that my calling is to help others make decisions that will have the most positive effect on their life.

My hobbies include playing sports, hunting, golfing, and reading. I was a member of Bridgewater College baseball team and I am currently a member of the Clover Hill Bucks RCBL baseball team. Other topics that I am passionate about are education, economics, well-being, and organizational culture.

My favorite book on investing is The Intelligent Investor by Benjamin Graham. Some of my favorite authors/speakers are Michael Lewis, Daniel Pink, Sam Harris, Jordan Peterson, and George Orwell. My favorite podcasts are The Daily Stoic, Making Sense, and StarTalk.

I currently reside in Harrisonburg, Virginia.

Mathew Gray

Wealth Manager Assistant

Finances have been an interest of mine ever since my mom started giving me an allowance. I received the amount of my age in dollars once a month, and she taught me to create a zero-based budget. Those money lessons stuck with me and developed into a passion to help people make sensible financial decisions.

I grew further in this interest while studying at Wingate University where I graduated with a Bachelor’s degree in Finance. During my time as a college student, I learned the value of genuine service working at Chick-fil-A and honed my coaching skills tutoring high school debaters. Because of this background, I decided to look for a career that combined relationship building, clear communication, and fiscal intelligence. The financial services industry found me soon after!

It is my conviction that I am called to serve those around me with the utmost honor and respect. In my experience, people desire to work with others who not only offer value but are genuine and humble. This is why I believe in having a positive impact on everyone I meet while striving to go the extra mile.

Although originally from Charlotte, NC, I moved to the Shenandoah Valley to marry my beautiful wife and best friend, McKenzie. My favorite hobbies include hiking, skiing, disc golf, and reading. Among my favorite books are One Yard Short by Les Steckel and The Storehouse Principle by Al Jandl and Van Crouch. I am an avid fan of Star Wars, the Carolina Hurricanes, and great food.

Jenny Carrier

Client Services Associate

People have always been my passion. Prior to working at Larson Wealth Management, I was in the guest service industry for 10 years at Cracker Barrel focusing on training and development. There I gained administrative and organizational skills centered around a mission of pleasing guests and encouraging employees.

Here at LWM, I aim to help create an experience where our clients know they are valued, listened to, and cared for by our team. I believe Maya Angelou said it best: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

Our finances are a blessing and there is great value in being wise and responsible stewards of this gift. I will assist in whatever way I can to ensure you feel confident working with our team to determine the right plan for you.

I reside in Harrisonburg with my husband Thomas and our sheepadoodle Charlie. I enjoy quality time with family and friends, camping, leading worship at our church, cooking, minimalism, and studying American Sign Language.