Charles Larkam is a native of Austin, Texas. He is a graduate of Whittier College (Whittier, CA) and has spent over 30 years in the financial services industry with the same firm - Equitable Advisors. Charles' practice serves public and private sector companies as well as individuals and families. Client services include estate and business strategies, retirement and executive benefit strategies, financial strategies, insurance and investment strategies. Charles demonstrates consistency in leadership to his community as well as to his practice. Charles' accomplishments include:
Lisa Almon began working in financial services in 1996 and has worked with Charles Larkam since 2000. She holds degrees in Business Communications and Spanish Literature from the University of Kansas. She also served as a Peace Corps volunteer in Honduras for two years. In her free time, Lisa assists with the music at her church and is involved with Hispanic ministries in the Presbyterian church.