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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michael J. Larkin, CFP®

Registered Representative



Michael J. Larkin, Certified Financial Planner™ practitioner is also the owner and operator of Larkin Tax Services where he has been preparing individual and fiduciary tax returns since 2002.

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Jeremy Mauler

Financial Planning Assistant

Jeremy Mauler has been a part of the Larkin & Associates team since June of 2018. As the Financial Planning Assistant Jeremy helps with document preparation and processing while providing excellent customer service to meet the needs...

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Lori Daggett

Financial and Tax Firm Administrator

Lori Daggett has returned to Larkin & Associates after working the last 4 years in the Special Needs community.  While her previous position at Larkin & Associates centered on the investment and financial planning aspects of the business...

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Marissa Larkin

Branch Administrator

Marissa has been at Larkin & Associates since June of 2021. She will be your first point of contact when calling our office or stopping by in person. Marissa assists with managing the appointment calendar, business finances, keeping...

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