LPSC FINANCIAL - Key Persons

Job Titles:

• Financial Advisor
• Managing Partner

Armand, a managing partner at Larson, Potter, Stratton & Cote Financial, has been providing financial advice and wealth management services to clients across the country since 1996. Analytical by nature, Armand uses his problem-solving skills to build financial solutions customized for each client. Clients have come to rely on Armand's ability to listen to their concerns and educate them on their options in an easy-to-understand manner. "I love numbers and being able to explain their importance within comprehensive financial planning," he said. From an early age, Armand recognized that financial literacy is a key driver of economic wellness. Armand's career began as a result of his own quest for financial security and was fueled by his desire to empower others with financial wisdom. "I want my clients to feel that they have control over their financial lives and that proper planning and education are the keys to making good decisions," he says. "We enjoy and celebrate our clients' successes." As a small business owner, being approachable is very important to Armand. "We are a large firm with a boutique feel and on-demand, personal service that is flexible and accessible. " Also, the firm's family feel is no act. Armand has worked with family members throughout his career. Armand is a Chartered Retirement Planning Counselor™ (CRPC®), a Chartered SRI Counselor SM (CSRIC®), and holds the FINRA Series 7, 63, and 65 securities registrations. As a Chartered SRI Counselor SM, Armand incorporates fiduciary responsibilities and best practices for sustainable, responsible, and impact (SRI) investments in his portfolio construction. He also holds numerous state securities and insurance licenses. He earned a BA with honors from Assumption College in management and a minor in French. He is a member of the Financial Services Institute (FSI), which works to ensure client access to competent and affordable financial advice through a network of independent financial advisors. Outside of work, Armand enjoys playing basketball, fishing, and hiking. He's a member of the Harmony Club, a nonprofit organization that supports charitable causes and offers scholarships to those in need. He is an active supporter of various charitable causes throughout central Massachusetts and the Blackstone Valley. He lives in Upton, Massachusetts, with his wife, Susan, and their children, Armand IV "AJ" and Michelle. Armand Cote III is proud to have been recognized as a Vista Club advisor for 2022-a distinction based on annual production that places him among the top 26 percent of advisors affiliated with Commonwealth Financial Network.

Drew K. Stratton is proud to have been recognized as a Leaders Level advisor for 2022-a distinction based on annual production that places him among the top 6 percent of advisors affiliated with Commonwealth Financial Network.

Job Titles:

• Office Manager
• Armand 's Office Manager

As Armand's office manager, Jodi provides prompt and courteous service from the Whitinsville office. She smoothly facilitates day-to-day office operations including scheduling, maintenance of client records, and preparation of applications. She is adept at responding to our clients' inquiries with a high level of professionalism. Jodi received a bachelor's degree in sociology from Framingham State College.

John has been helping clients reach their financial goals since 1994 by providing comprehensive financial planning, wealth management, and retirement services. As a managing partner at Larson, Potter, Stratton & Cote Financial, John currently advises more than $140 million in assets (as of February 2, 2024). John Potter is proud to have been recognized as a Summit Club advisor for 2019-a distinction based on annual production that places him among the top 19 percent of advisors affiliated with Commonwealth Financial Network.®

Martha (Marty) joined the practice in 1998. Marty is responsible for providing all aspects of outstanding client service. She is responsible for day-to-day office operations, including maintaining and updating client record processing applications, solving administrative problems for our clients, and providing smooth and effortless service. She is adept at responding to our clients' inquiries with a high level of promptness and attention.

Sara is a registered paraplanner at Larson, Potter, Stratton, & Cote Financial. She began her career in 1999 as a financial advisor for American Express Financial Advisors. She then joined practices with her husband, Steven, before transitioning to a supporting role after the birth of her children.

Job Titles:

• Administrative Assistant

Sophia (Sophie) joined Drew's practice in 1997. She is responsible for the majority of Drew's client administration. Sophie maintains Drew's calendar, processes new business, and is the first voice clients hear when calling the office. Sophie is an outstanding problem solver and her attention to detail is second to none. Sophie received her associate's degree in business administration from Becker College.

Job Titles:

• CERTIFIED FINANCIAL PLANNER
• Managing Partner at Larson

Steven made a career change to financial services 26 years ago when he recognized he needed financial advice on planning for his family's future. "I realized that other people were in my situation: needing education and guidance at the start of their careers and financial lives," he said. "It was a great opportunity for me to make a meaningful contribution." Since then, Steven has advised more than 300 clients and advises more than $110 million in assets (as of February 2, 2024). In addition to his passion for helping people safeguard their financial future, Steven is a professionally trained chef and aims to be a musician in his next life because he enjoys playing the guitar. As a child, however, Steven wasn't always so focused. "I was the class clown-comedy is a big part of my life," he says. "In elementary school, I was the kid who had to have his desk next to the teacher's." Steven is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor™ (CRPC®) charterholder, and a Certified Divorce Financial Analyst™ (CDFA®). He also holds the FINRA Series 7, 63, and 65 securities registrations and numerous state securities and insurance licenses. He earned an AS from Johnson & Wales University. He is a member of the Financial Planning Association® (FPA®) and the Massachusetts Bar and Worcester County Bar associations. Steven R. Larson is proud to have been recognized as a Vista Club advisor for 2021-a distinction based on annual production that places him among the top 27 percent of advisors affiliated with Commonwealth Financial Network.