Because you deserve financial guidance without hidden agendas

  • WE ARE

    You deserve to know how much you are paying for advice, and why

  • we

    We are quick to listen and slow to speak

Meet the Financial Planning Team

David T. Larson, CLU, CFP®
Wealth Advisor

My interest in investing began in middle school trading baseball cards, where I collected Ken Griffey, Jr. and Jim Thome rookie cards, hoping they would be worth a lot more in the future. Unfortunately, the mass production of the cards resulted in a loss of value and was a foundational lesson for my future career as a financial advisor.

I grew up in Wytheville, VA, the son of a college professor and a high-school teacher. In 1996, I then left home to attend the College of Business at James Madison University. While attending JMU and working at Massanutten Resort, I met a lovely girl named Emily, and we married 4 years later.

After graduation, I began my career with John Hancock, where I met many great leaders and mentors who encouraged my growth and helped me develop my own planning approach. In 2009 I completed the CERTIFIED FINANCIAL PLANNER designation, and then established my own fully-independent firm in May of 2012.

I firmly believe we are all called to be good stewards with the resources entrusted to us. We live in a time in history where, as Americans, we have unprecedented information, wealth, and opportunities. A great deal of responsibility comes along with these blessings.

I live in Bridgewater, VA with Emily, our six creative and rambunctious kids, and our dog Tilly. When not spending time with my family, I enjoy hiking, travelling to new places, golfing and reading. My favorite book is Love Does, by Bob Goff. Other books our team regularly recommends can be found on the LWM recommended reading list page here. My favorite podcasts are the TED Radio Hour and Building a StoryBrand.

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Tyler L. Conley
Wealth Advisor

I am a native of the Shenandoah Valley where I attended Broadway High School and then completed my Bachelor’s degree in Business Administration at Bridgewater College. Growing up I’ve always been interested in the world of business and finance. This career is perfect for me, because I have always enjoyed collaborating with others. When I work with clients to guide them, I am able to educate them as we work together to make important decisions.

I believe in the mission of enhancing the lives of those around me. Throughout my life, many coaches and mentors and have guided me through important decisions I’ve made. These individuals have impacted my life greatly, and these experiences have made it clear that my calling is to help others make decisions that will have the most positive effect on their life.

My hobbies include playing sports, hunting, golfing, and reading. I was a member of Bridgewater College baseball team and I am currently a member of the Clover Hill Bucks RCBL baseball team. Other topics that I am passionate about are education, economics, well-being, and organizational culture.

My favorite book on investing is The Intelligent Investor by Benjamin Graham. Some of my favorite authors/speakers are Michael Lewis, Daniel Pink, Sam Harris, Jordan Peterson, and George Orwell. My favorite podcasts are The Daily Stoic, Making Sense, and StarTalk.

I currently reside in Harrisonburg, Virginia.

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Matthew Gray
Wealth Manager Assistant

Finances have been an interest of mine ever since my mom started giving me an allowance. I received the amount of my age in dollars once a month, and she taught me to create a zero-based budget. Those money lessons stuck with me and developed into a passion to help people make sensible financial decisions.

I grew further in this interest while studying at Wingate University where I graduated with a Bachelor’s degree in Finance. During my time as a college student, I learned the value of genuine service working at Chick-fil-A and honed my coaching skills tutoring high school debaters. Because of this background, I decided to look for a career that combined relationship building, clear communication, and fiscal intelligence. The Financial services industry found me soon after!

It is my conviction that I am called to serve those around me with the utmost honor and respect. In my experience, people desire to work with others who not only offer value but are genuine and humble. This is why I believe in having a positive impact on everyone I meet while striving to go the extra mile.

Although originally from Charlotte, NC, the Shenandoah Valley has quickly become home to me. It allows me to enjoy some of my favorite hobbies which include hiking, skiing, disc golf, and reading. Among my favorite books are One Yard Short by Les Steckel and The Storehouse Principle by Al Jandl and Van Crouch. I am an avid fan of Star Wars, the Carolina Hurricanes, and great food.

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Lisa DeLisio
Client Services Associate

I am the daughter of a Steelworker and was raised in the rural suburbs of Steeler Nation…in a drinking town with a football problem.  Before my start with Larson Wealth Management as their new remote Client Service Associate, I began my career working at a small investment firm in Beaver, Pennsylvania learning the power of teamwork & the importance of client service.

I have over 30 years of experience in the financial services industry. Being on the forefront to align better processes, I have assisted firms in developing and implementing new ways to utilize company data and technology. I hold a Series 65 license and will play a vital role in providing support on administrative tasks and client management functions.

When I am not assisting LWM, I can be found working in my garden, walking or playing ball with my two Yorkies, thrifting for vintage wares, spending time with my family or trying to outwit my friends playing Wordfeud online.

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Money is complicated, and for many people this makes them uncertain. We listen to our clients and have a process to help them to make informed decisions. As a result, our clients become more confident, knowing that they are doing everything possible to live the kind of life they want.