Meet Our Financial Education Specialists
As a cleric or lay employee of The Episcopal Church, you’re entitled to complimentary discussions with our financial education specialists: Anna, and Larry. They have over 100 years of combined experience and are here to serve you and answer your questions.
Call (888) 735-7114, Monday – Friday, 8:30AM – 8:00PM ET (excluding holidays) or click here to schedule a complimentary discussion.
Larry has dedicated himself to understanding the financial needs of those who serve the Church. He’s the author of Personal Finance for Clergy and has given financial workshops at many seminaries.
Larry's been helping people as a financial planner for over 25 years, and is a licensed Chartered Financial Consultant (ChFC). He has also written many articles for various financial planning and accounting publications.
Anna is driven by the opportunity to help clients achieve their financial hopes and dreams. As a Certified Financial Planner (CFP®) and Chartered Retirement Plans Specialist (CRPS®), she’s been doing that for the past 25 years, helping clients with all aspects of financial and estate planning.
Anna is bilingual, fluent in both English and Spanish.