Larry Wille is a detail-oriented financial operations professional at Retire SMART, where he supports the advisor team by preparing and maintaining essential client data and tools. His responsibilities include organizing and processing client financial documents, updating client records within internal tools, and managing digital files to ensure accuracy and compliance.
Larry creates and maintains household profiles in financial planning software such as Holistiplan, SRI, and Riskalyze, incorporating key data such as tax returns, investment holdings, and risk assessments. He reconciles reports, updates client risk numbers, and ensures that investment and planning tools reflect the most current and complete information available.
Larry’s work plays a key role in helping advisors provide clients with comprehensive and personalized retirement planning experiences.
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