Meet The Team
Patricia has served in the financial services industry since 1986, initially offering health insurance solutions for small business owners and others who were self-employed. She added retirement solutions into the mix in 2001 and decided to open her own agency in 2004. Patricia appreciates that her clients have developed trust in her recommendations and guidance over the years, and she is especially thrilled whenever she is able to help someone who doesn’t know where to begin on their path to a better financial future. She works with clients from all walks of life, from those with an abundance of assets who are looking for potential ways to preserve principal and leave legacies, to those with limited assets who are struggling with debt and need help with a strategy to get back on better financial footing along the way to a more comfortable retirement.
Patricia has two sons and two grandsons. In addition to enjoying boating and golf, she is very active in the tennis community as member of the Space Coast Tennis League and has served as captain of a mixed league team for several years. Patricia is also a member of the Rockledge Park Racquet Association where she volunteers as treasurer on the board of directors.
Larry has served in the financial services industry since 2007, when he transitioned from a senior management position in the manufacturing industry where he had direct involvement in business strategy and financial management. He joined Viera Financial in 2010, quickly implementing multiple system improvements that helped promote high-level client communications and service. Larry enjoys working with his client family to determine their financial concerns and help provide potential solutions for them, both now and for the future. He appreciates the opportunity to educate and help people fully understand their available options, so they feel more comfortable about the decisions they are making. He is driven by the opportunity to help improve his clients’ financial lives – seeing the satisfaction on a client’s face knowing that their objectives have been met and they're on track to meeting their goals is what keeps him going every day. While Larry works with clients from all backgrounds, his previous experience in the manufacturing industry helps him easily relate to those working in the local manufacturing environment, including his many clients from NASA and the subcontractor community that supports them.
Larry and his wife Meda, have seven children and fourteen grandchildren between them. When not spending time with his family, he enjoys taking to the skies as a licensed private pilot, boating, and playing golf and tennis. He has been involved in Little League Baseball as a manager, coach, and umpire for many years. Larry is an honorably discharged veteran of the United States Navy.