Larry A. Kuyper, ChFC
Larry Kuyper began his financial career in 1977 helping farm families with insurance and estate planning. He developed a proprietary system called LifePlan Estate Planning Organizer, which serves as a practical tool for his clients to plan and manage their estates. It creates an inventory of family information, legal documents and financial data making it easy for their heirs to administer their estates and trusts. It also helps coordinate the legal, financial and tax matters into an efficient and working plan.
As his clients’ growing need for investment management grew, Larry, together with a team of advisors developed LifePlan Private Portfolios. It is a private money management system that gives each individual client a personal investment portfolio. It allows clients of moderate means to have access to a private account, just as the very wealthy have enjoyed for generations.
LifePlan Private Portfolios closely matches risk tolerance with performance goals to create a personal investment plan that fits clients’ needs and exceeds their expectations. The investment process continues to evolve with updated strategies that are relevant to current economic conditions.
In 2011, Larry recruited Sean Jamison, an experienced Account Executive at an energy consulting firm, to bring his skills to the clients of LifePlan Financial. His experience in risk management, forecasting and financial planning turned out to be invaluable to our pre-retirement clients. Sean researched and implemented an award-winning financial planning platform that gives clients a roadmap to follow for a successful future. They gain peace of mind through effective planning.
Larry is a Chartered Financial Consultant, a professional designation issued by the American College in Bryn Mawr, Pennsylvania. In addition to his professional work, he has served his church in a variety of ways, including Church Chairman, Financial Officer and Trustee. He is also on the Finance Committee for South Central College Foundation, North Mankato Campus. He is an active member of Kiwanis, a service club with local and international outreach.
Larry is co-founder and managing partner of LifePlan Financial, LLC , a Registered Investment Advisory firm. He is known in southern Minnesota for his work in financial planning and investment management.
He and his wife, Renee, have been married over 40 years, have three children and eight grandchildren. His hobbies include golf, bicycling, snow-skiing and hiking.
W. Sean Jamison, CFP®
Sean joined LifePlan Financial as an Advisor in 2011. His main focus has been to meet the needs of our pre-retirement clients. With the increasing turbulence and uncertainty of the market, our clients who are approaching retirement need more planning than ever before.
Sean is a CERTIFIED FINANCIAL PLANNER™ and has implemented a financial planning platform that not only has the ability to factor in all the complex situations our clients face, but also makes it easy to see the bottom line and make decisions regarding their retirement. As a CFP® certificant, he always puts our clients’ interests first.
Sean graduated from Bethel University with a Bachelor of Arts degree in Business Marketing. Prior to joining LifePlan Financial, Sean was an Account Executive for an energy consulting firm, assisting corporations and institutions with forecasting their energy costs and managing their financial risk. Sean was very pleased to combine his experience in forecasting and risk management with the personal connection of working with individual clients. If you are interested in seeing what your roadmap to retirement looks like, please feel free to contact us and we can begin developing your financial plan that is completely customized to your needs, wants, and wishes.
Sean and his wife, Andrea, and their four boys enjoy spending their time biking, hiking, and generally anything that involves the outdoors.
Cathy manages the departments that make up our sister company, Advisor Services, Inc. These include, Marketing, Private Asset Management, Estate Plan Organizer, Compliance, Client Support, and Technology.
Cathy was born and raised in McFarland, WI and graduated from the University of Wisconsin – Madison with a Bachelor of Science degree in Economics.
Cathy and her husband, Matt, have two sons, Brendan and Nathan. In her spare time, Cathy enjoys following college and professional sports, playing tennis, bike riding, and spending time with her family.
Max is our Client Service Associate. His responsibilities include managing the account information downloads from TD Ameritrade, reconciling account balances, preparing quarterly account statements, and maintaining any correspondence involved in setting up new accounts. He assists the advisors as they manage client data for cost basis analysis. Max also provides client support for the private portfolio products.
In his free time, Max enjoys staying active through coaching youth hockey, playing in church softball leagues, and anything else that allows him to enjoy the outdoors.
Jill has been greeting our clients since 2005 and assists in the administration of RMDs, insurance, and estate planning, and is also a Notary Public. She grew up in Minnesota and has a Bachelor of Arts degree in Elementary Education with a German minor from Concordia College in Moorhead and a Master of Arts in Leadership from Augsburg College in Minneapolis.
Jill enjoys walks with her dog, photography, sewing, and gardening. She can be heard singing and playing trumpet at her church and in the community. Jill has two grown sons and also claims foreign exchange family members across the globe.