Experience: Wealth management since 2000 

Education: B.S. in Business Administration from the University of Massachusetts Lowell and an Executive Certificate in Certified Financial Planning from Duke University  

Christopher joined the Modern Wealth team in December 2024 as a financial advisor and portfolio manager. He arrived at Modern Wealth following the acquisition of LFM Wealth Management in Chapel Hill, North Carolina. The investment options available to clients and the firm’s breadth of investment experience made Christopher excited to come on board at Modern Wealth.  

Christopher became interested in investing in 1987 when the first contemporary global financial crisis (Black Monday) unfolded. Watching all the news coverage made him curious about finding out what happened and why. He enjoyed learning about investing and how people are different when it comes to their investments.  

During an 18-year tenure with Trillium Asset Management, Christopher realized that making investments based on environmental, social, and governance issues was how he wanted to invest. The five-plus years he spent at LFM allowed him to merge this style of investing with traditional investing.   

Christopher and his wife are navigating life as empty nesters now that their child is in college. He enjoys camping and hiking and is very active in his community.  

Christopher is a committee member for First in Families of North Carolina. First in Families is a catalyst for individuals and families to meet self-determined wellness goals by leveraging relationships and resources and encouraging reciprocity in their communities. He previously served on the FIFNC board of directors. Christopher also supports the Red Cross and Samaritan’s Purse.  

Experience: Wealth Management since 2003 

Education: MBA from the University of South Carolina; Advanced Program of International Management from the Copenhagen School of Business in Copenhagen, Denmark; Bachelor of Science in Finance with a minor in Real Estate from Clemson University.  

Larry arrived at Modern Wealth in December 2024 via the acquisition of LFM Wealth Management in Chapel Hill, North Carolina. As a financial advisor and investment manager, he enjoys working directly with new and existing clients. 

When Larry was approached about the opportunity for LFM to join Modern Wealth, he was intrigued about being able to bring more services to clients, including tax, insurance, and deeper life planning. Larry led the LFM office for five-plus years. He also served as the president and co-founder of TEAM Wealth Investments from 2003 to 2019.  

Larry’s work experience includes a wealth of international management experience in Asia, Japan, and Europe, including mergers and acquisitions, acquisition integrations, business development, and sales at Cisco Systems, Ericsson, BET, Ltd., and ISS, Inc.  

Larry and his wife, Pamela, have four children, Lizzie, Thom, Mike, and Grace, and two grandchildren, Margaret Eleanor and Rosie. They have adjusted well to being empty nesters with their dog, Lily. Larry enjoys traveling (he’s been to all seven continents, all 50 states, and over 60 countries), walking and hiking, reading, playing different golf courses, attending/watching college basketball games, and streaming shows on Netflix with Pamela.   

Larry serves on the endowment committee at his church, the Board of Directors of the Carol Woods Retirement Community and County Hall Reinsurance. He’s also an Eagle Scout, helped start a Cub Scout Pack, and was an adult leader in a Boy Scout troop. Charitable causes that Larry supports include the Women’s Shelter in Columbia, South Carolina; Habitat for Humanity in Durham County, North Carolina; Forging Opportunities for Refugees in America in Chicago; and the Food Bank of North Carolina.