Our Firm

Greg provides independent plan support, service, and guidance for retirement plan sponsors and their employees. He has over 20 years of experience in delivering customized retirement plan stategies.
 

Greg LarsonGregory T. Larson, CRPS®, AIF®, CPFA®

President
 

Greg has been serving retirement plan sponsors and their employees since 2001. He has earned the Chartered Retirement Plan Specialist, Accredited lnvestment Fiduciary and Certified Plan Fiduciary Advisor designations. Greg holds Series 7 and 66 securities licenses, as well as an Accident and Health, Life and Fixed Annuities, Variable Life/Variable Annuity license.


 

Lynn Larson

Lynn M. Larson

Director, Marketing & Social Media
 

Lynn is an established Marketing and Social Media executive with experience in promoting high profile lifestyle brands. Her modern research approach will serve clients by providing current market information on CPM's website and social media platforms. Lynn supports community service. She serves on the Executive Board of Art Goes To School of Delaware Valley, a 501 (c)(3) non-profit organization, an all-volunteer group presenting art history enrichment to thousands of students in over 35 School Districts.