Leadership
Bob Larkins CLU, ChFC
Managing Partner
Bob’s track record sets him apart as a truly unique financial advisor. Bob has over 35 years in financial services. He has concentrated his practice in the fields of wealth transfer, tax efficiency and risk management.
Bob holds professional designations of Chartered Life Underwriter and Chartered Financial Consultant. He has been active in the community and professional organizations throughout his career. He served as president for the Dayton Chapter of The Society of Financial Services Professionals, as well as the Dayton Trust and Estate Planning Group. He is a speaker and panelist for professional groups and is certified by Empowered Wealth to share the concept of True Wealth with individuals and families. He is currently on the Board of TAWASI. Bob is Managing Partner of Larkins & Larkins LLC.
Anne Larkins
Operations Manager
Anne has always worked providing financial planning opportunities to individuals. Formerly a financial advisor, trust officer and planned giving advisor, Anne has partnered with Bob for the past 10 years to manage the operations of their growing business.
She spent 20 years working for public foundations in fund development. She was selected by a national organization to develop and implement a planned giving program at a major hospital system in the Dayton region. She spent 12 years with The Dayton Foundation as a Senior Development Officer, and was a licensed Series 7 stockbroker with Solomon Smith Barney before moving to 5/3 Bank as a Trust officer.