Larrabee Team News and Insights

Newest Team Member Added to Larrabee Wealth Management

Newest Team Member Added to Larrabee Wealth Management

February 2024

We are incredibly excited to welcome Courtney Lach as the newest member of the Larrabee Wealth Management team!  With over 10 years of career experience in the industry, Courtney joined Benjamin F. Edwards this month as a Senior Registered Financial Client Associate.  She was previously a Senior Registered Client Service Associate at Morgan Stanley and she holds the Series 7, Series 9, Series 10, and Series 66 licenses. 

You can learn more about Courtney's background and experience by visiting her LinkedIn page and connecting with her if you’re active on that platform.  I look forward to introducing Courtney to you soon! In the meantime, don’t hesitate to reach out to her at courtney.lach@benfedwards.com or 630.517.9631.

Courtney grew up in the South Suburbs of Chicago and is a DePaul University graduate.  She currently resides in New Lenox with her husband Eddie, their daughter, and three rescue dogs.  When she is not working, Courtney enjoys spending time with her family, reading, and traveling.  

Continuing to build on our team-based approach is important in providing you with the excellent service and solutions that you deserve. Thank you for the trust you've placed in our growing team. 

Sincerely,  

Chris Larrabee, CFP® 

Congratulations Sheryl!

February 2024

Some big congratulations are in order for Sheryl!  At the beginning of next month, she will start her well-earned retirement.  And while the rest of us are a bit sad that we won’t see her every day, we couldn’t be more excited for her.  It would be impossible to overstate how much it has meant to have Sheryl be a part of this team.  She has a deep caring for clients that is so very rare in this “press one to speak with an agent” world! To that end, she asked to write a few words to you. We invite you to read her note below.

Words cannot describe how grateful I am for the opportunity Chris gave me.  In May 2012, Chris called me and asked me if I was interested in coming back to work for him. His assistant at the time was retiring.  I jumped at the chance and it’s been history from there.  It has been 11 ½ years working solely with Chris and 21 ½ years in this business.  I truly have enjoyed getting to know each and every one of you.  Thank you for trusting in me, Chris, and Benjamin F. Edwards, and allowing me to collaborate with the best clients I could have ever known.

In the last 18 months, we have added Missy Wajda and Ken Dryfhout to our team and they have been extremely big assets.  It has been my pleasure to aid Missy with the job responsibilities.  I have full confidence that she will help you, as I have, and take the absolute best care of each of your needs.

This next chapter of my life is extremely exciting for me and my husband as we plan on traveling, spending time with family, and enjoying life in our golden years.

Best wishes, 

Sheryl Aubry

I could not be happier for Sheryl and Dave to start this part of their life.  As someone who has spent their whole career helping people reach their retirement goals, it is beyond gratifying to see it happen to the people closest to you.

Now, you may be thinking, how will Sheryl’s retirement affect the level of service that we provide?  Fear not!  Soon we will announce how we will be filling Sheryl’s highly experienced shoes.  But for now, let’s focus on congratulating Sheryl for all the hard work and care she has put into her career!

Congratulations Sheryl!  We hope you enjoy the upcoming camping, hiking, and doting on grandkids!

Sincerely,  

Chris Larrabee, CFP® 

Money Matters: What is a financial plan and why do i need one?

January 2024

The start of a new year brings a desire to take stock of where we’ve been in the past 12 months and where we’re going in the year(s) ahead.  Larrabee Wealth Management is a financial planning-centric practice and we believe that every investor can benefit from having a plan in place to help them get organized, gain perspective, align their resources with their values, and remain on track to meet their stated goals.

Watch as Chris and Ken recall stories of the power of financial planning in the lives of clients and give 3 reasons why you need a plan in place. Reach out today if you’re interested in getting 2024 off to a great start by partnering to develop a plan specific to you.  If you have additional questions or would like to touch base on this or other topics, please give us a call.


Money Matters: 3 Year-End Tax To-Dos

December 2023

It’s that time of year where everyone seems to be keeping a list and checking it twice – shopping lists, travel checklists, or grocery lists for the big gathering.  Lists help us keep track of what we want to prioritize and continue to be effective low-fi productivity tools in a digital world.

To help you keep your financial life on track and aimed at meeting your goals, we’ve prepared a short but effective Tax To-Do list to consider as 2023 winds down and you look forward to turning over the calendar to a New Year.  Check out this short video where we share 3 year-end tax to-dos to finish the year strong and position you well for the future.

These are highlights from a couple of detailed pieces produced by our home office – 2023 Year-End Tax Guide and the Year-End IRA Checklist – both helpful resources if you want to dive deeper in cooperation with your tax professional.

Money Matters: Rising Prices Lift Some Savings Rates

October 2023

Inflation has been cramping our style for over a year. We feel it. At the grocery store, gas pump, and even Chipotle—everything costs more!

In response, the Federal Reserve has increased interest rates impacting both the cost of borrowing but also the return on savings. This offers a unique opportunity to earn more interest on the cash in your account.

Check out this short video where we I explain what’s going on and how you can take advantage of higher available rates on your cash balance, without the fear of losing your principal amount or the liquidity of your funds.

New Advisor added to Larrabee Wealth Management Team

New Advisor added to Larrabee Wealth Management Team

July 2023

We are thrilled to welcome the newest member to the Larrabee Wealth Management team!  With 20 years of career experience in financial services, Ken Dryfhout joined Benjamin F. Edwards last year as Co-Branch Manager and Financial Advisor.  He was previously Managing Director of BCU Wealth Advisors and VP, Strategy & Growth for Baxter Credit Union in Vernon Hills, IL. 

Although Ken and I are both CERTIFIED FINANCIAL PLANNERTM professionals, he out-credentials me by also holding the Chartered Financial Analyst® (CFA) designation. If you are unaware of the CFA Charter, it is a globally recognized designation that requires passing a rigorous three-part test where the number of applicants who pass rarely exceeds 40%. 

You can learn more about Ken’s background and experience by visiting his LinkedIn page and connecting with him if you’re active on that platform.  I look forward to introducing Ken to you soon! In the meantime, don’t hesitate to reach out to him at ken.dryfhout@benfedwards.com or 630.517.9666.

On a personal level, Ken lives locally in Wheaton with his wife Brenda and four children – Reese (13), Sydney (11), Garrett (9), and Harper (7) – the obligatory family picture is included here.  Outside the office, he enjoys being outdoors, camping with his family, riding his bike, or playing golf.  

Continuing to build on our team-based approach is important in providing you with the excellent service that you deserve and have grown to expect.  As always, thank you for your continued trust and I’m excited for the road ahead. 

Sincerely,  

Chris Larrabee, CFP®