ABOUT LRVS ADVISORY GROUP: DEVELOPING YOUR FINANCIAL PLAN
FIDUCIARY FINANCIAL ADVISORS
BY YOUR SIDE
About Us: LRVS Advisory
LRVS Advisory Group is a national wealth management practice. We work with clients across the country, and every family gets the close, personal attention you would expect from a smaller firm.
LRVS Advisory Group began in the Boston area with a simple goal: give busy professionals and their families one team to look after their whole financial life, the way a company relies on its chief financial officer. As clients referred friends and family, the firm grew and added advisors in new parts of the country, including the Pacific Northwest. The personal attention has stayed the same the whole way through.
Learn more about LRVS Advisory Group. With our wide range of services as wealth advisors, we can help you expand your portfolio. Meet the team behind your financial plan to help your investments grow for a strong financial future.
Our goal is to help our clients make the most informed decisions at each step and provide them with a whole new level of clarity and control. Each profession has its own unique patterns and paths. With our in-depth understanding of often complex company benefits, we help our clients make the most informed decisions each step of the way. We have deep experience working with clients in the biotech, pharma and life sciences sector.
We provide:
Employer Benefits Analysis–Complex Stock Grants, Deferred Compensation, 401(k), etc.
Retirement Planning and Efficient Spend-Down Strategy
College Education Planning
- Advanced Tax Strategies and Business Owner Services
- Estate & Legacy Planning, Charitable Giving
- Insurance Needs Analysis
- Re-positioning Old Accounts, Rollovers, Rebalancing
LRVS Team
Our dedicated team is here to serve you. When working with professionals like us, your money is in safe hands. Our team will develop a customized financial plan that will help your assets grow and allow you to live life to the fullest.
Patrick Lawler, CFP®
CERTIFIED FINANCIAL PLANNER™
Founding Partner
Tucker Roeder
Founding Partner
Jeff Van Siclen, CFP®
CERTIFIED FINANCIAL PLANNER™
Founding Partner
Jake Waldman
Marc Instrum, CFP®
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Michael Dias
Financial Advisor
Sean O'Neil
Spencer Graham
Karen Sullivan
Financial Consultant
Patrick Lawler, CFP®
CFP®, CERTIFIED FINANCIAL PLANNER™, Founding Partner
Patrick’s mission is to help biotech and pharmaceutical professionals grow, protect and pass wealth by providing a customized approach to find the right strategy that meets his clients financial and lifestyle goals.
Patrick graduated from St. Michael’s College with a Bachelor of Science in Business Administration, concentrating in International Business with minors in Finance and Marketing. While at St. Michael’s College, he was the Team Captain of the Baseball Team.
Before becoming fully licensed in 2012, he worked with several investment firms. Patrick spent time as a district manager training advisors and later gaining his CFP®️ prior to co-founding the LRVS Advisory Group.
In 2019, Patrick was featured in Finance Magazine as one of the top 100 Advisors. Later in 2021 and 2022, Patrick was awarded the 2021 Five Star Wealth Management Award for his commitment to his clients.
Patrick and his wife live in Weymouth, MA, with their daughters, son, and two dogs. Active in his community, Patrick is a member of his local Business Network International group. In his spare time, Patrick enjoys playing golf and traveling.
Specialties Include: financial planning, tax optimization, portfolio management services, wealth management, company benefit planning, retirement plan analysis, business owner services, insurance, and advisory.
Please reach out to connect and start a conversation at 781-660-5788 or [email protected].
Tucker Roeder
Financial Advisor, Founding Partner
Tucker graduated magna cum laude from Northeastern University with a Bachelor of Science in finance and entrepreneurship where he was the captain of the baseball team. During his co-op experience, Tucker worked for several financial firms, including Wellington Management and Commonwealth Financial Network, before advancing into a leadership role in the financial advisory space. He was a district manager for four years before co-founding the LRVS Advisory Group.
An active member in his community, Tucker is a member of his local Business Network International group. Tucker volunteers time to his alma-mater to guide student-athletes as they transition from collegiate careers to young professionals as a member of the Northeastern Baseball Alumni Mentoring Committee.
Originally from Red Hook, NY, Tucker now calls Cohasset, MA, home with his wife, two sons, daughter and dog. Living near the ocean, Tucker and his family enjoy afternoons at Sandy Beach, boating, and other outdoor activities.
Specialties include financial planning, tax optimization, portfolio management services, wealth management, company benefit planning, retirement plan analysis, business owner services, insurance, and advisory.
Please reach out to connect and start a conversation at 781-660-5788 or [email protected].
Jeff Van Siclen
CFP®, CERTIFIED FINANCIAL PLANNER™, Founding Partner
Jeff’s mission is to help his clients in all aspects of their financial lives, serving as their primary strategist providing personal concierge advisory services with a focus on helping his client grow, protect and pass their wealth efficiently. Jeff’s industry knowledge frames his ability to help clients identify and solve complicated financial and wealth management issues they often face.
Jeff graduated from Babson College with a concentration in finance. An avid Hockey player, Jeff played hockey at UMass Boston before transferring to Babson College, where he played on the club team.
In 2012, Jeff advanced his financial advisory career, earning his AWMA®️ and CFP®️ designations while also training other advisors as a district manager. He later played a key role in co-founding the LRVS Advisory Group.
Jeff was awarded the Five Star Wealth Management Award in Boston in 2019, 2021 and 2022 for his commitment to his clients.
Jeff lives in Hingham, MA, with his wife, two sons, daughter, and two dogs. Jeff enjoys spending time with his family, golfing, and playing on a local men’s league hockey team. He loves teaching his son how to skate and hopes to coach his hockey team one day!
Specialties Include: financial planning, tax optimization, portfolio management services, wealth management, company benefit planning, 10B5-1 Plan creation and execution, retirement plan analysis, business owner services, insurance, and advisory.
Please reach out to connect and start a conversation at 781-660-5788 or [email protected].
Jake Waldman
Financial Advisor
LRVS Advisory Group member Jake provides financial advice and guidance that supports LRVS clients in the technology and pharmaceutical sectors. There here are many situations unique to the technology/pharmaceutical industries that require careful planning. He works with his clients to clearly understand all the complexities in the sector before providing a customized solution to meet their financial and lifestyle goals.
Jake graduated from Boston University School of Management (now the Questrom School of Business) cum laude with a minor in Anthropology. He started his wealth management career as an Investment Advisor Representative before advancing to a leadership role, where he mentored advisors and helped develop financial strategies. He joined LRVS in January of 2020.
Jake is an avid sailor, even competing in college. Jake lives in Boston with his wife and two pets. When not in the office, Jake enjoys spending time outdoors in Maine, sailing in the Marblehead Harbor, or traveling internationally.
Specialties Include financial planning, tax optimization, portfolio management services, wealth management, company benefit planning, retirement plan analysis, business owner services, insurance, and advisory.
Please reach out to connect and start a conversation at 781-660-5788 or [email protected].
Marc Instrum
Marc Instrum works with individuals and families in the biotech/pharma sectors. As a member of the LRVS Advisory Group, Marc’s approach and that of the LRVS’s knowledgeable team of professionals are to fully understand his client’s needs and objectives and recognize they may change over time. He then creates and executes the most informed and effective financial plans to meet clients’ financial and lifestyle goals.
From Western Massachusetts, Marc attended Bentley University, where he studied finance and economics and played intramural soccer, hockey, and softball. Marc started his financial advisory career after college, gaining experience in investment planning and client portfolio management. He joined LRVS in 2019.
Marc lives in Brookline with his wife and son and enjoys spending time outside at the beach, sporting events, and playing golf.
Specialties Include financial planning, tax optimization, portfolio management services, wealth management, company benefit planning, retirement plan analysis, business owner services, insurance, and advisory.
Please reach out to connect and start a conversation at 781-660-5788 or [email protected].
Michael Dias
Michael works with individuals and families in the biotechnology/pharma sectors.
Michael ensures his clients have accurate and timely information to guide their financial goals and decisions. In an industry where markets can be unpredictable, Michael’s financial planning approach relies on his diligence in achieving his client’s goals.
Michael graduated from Bentley University with a bachelor’s in finance, where he played on the men’s soccer team. After graduating college, Michael began his career as a financial advisor and quickly progressed into a comprehensive planning role before joining the LRVS Advisory Group.
Michael lives in Weymouth with his wife, daughter, and son and enjoys golf, skiing, and playing soccer. In his spare time, Michael is an assistant boys’ varsity soccer coach at Weymouth High School and as the head coach for the Boston Bolts soccer team.
Specialties Include financial planning, tax optimization, portfolio management services, wealth management, company benefit planning, retirement plan analysis, business owner services, insurance, and advisory.
Please reach out to connect and start a conversation at 781-660-5788 or [email protected].
Sean O'Neil
Financial Advisor
As a financial advisor, Sean O’Neil supports individuals and families with a focus in the technology and pharmaceutical sectors. As a member of the team at LRVS Advisory Group, Sean works tirelessly to ensure that all of the short and long term financial planning objectives of his clients are met.
Sean grew up in Connecticut before attending Boston College, where he studied economics and marketing at the Carroll School of Management. He started as a financial advisor after graduating in 2013 and later took on expanded responsibilities in financial planning and investment management before joining LRVS Advisory Group.
Sean lives in Charlestown, but spends most weekends and holidays on Cape Cod with family. He enjoys golfing and boating and is an avid supporter of Boston College athletics, attending several events per year.
Specialties Include financial planning, tax optimization, portfolio management services, wealth management, company benefit planning, retirement plan analysis, business owner services, insurance, and advisory.
Please reach out to connect and start a conversation at 781-660-5788 or [email protected].
Spencer Graham
Spencer’s mission is to help affluent families, technology professionals, corporate executives, and business owners grow, protect, and pass wealth through in-depth, personalized financial planning and investment management. Principally serving the greater Seattle and Pacific Northwest area, he works with clients across the country.
Originally from just north of Boston, Spencer captained his high school golf team before heading west to the University of Colorado at Boulder, where he earned dual degrees in Finance and Environmental Studies. As a member of the CU Boulder Alpine Club, he developed a deeper appreciation for the outdoors — a passion that led him to serve as an instructor and guide. It’s still the best description of what he does: helping people move through complicated terrain with good judgment and a plan.
He began his career at the Federal Deposit Insurance Corporation as a risk management examiner before joining Fidelity Investments in New York City in 2017 and relocating to the Pacific Northwest. Over more than a decade in the industry, Spencer has built more than 1,000 financial plans for clients in 29 states and advised on the investment strategy for hundreds of families representing over $1.2 billion in assets. He led internal think tanks and focus groups, presented nationally, mentored newer advisors, and became his region’s go-to for complex planning cases.
Spencer’s work centers on the complexity that comes with concentrated, fast-growing wealth: RSU and ESPP decisions, deferred compensation, single-stock positions that have quietly become most of a family’s net worth, and business owners whose value sits in one illiquid asset. Washington’s capital gains excise tax and estate tax add a state-level layer that catches many families off guard.
Active in the outdoor community, Spencer volunteers with the Mount Rainier Nordic Ski Patrol. He lives in Issaquah, WA, with his girlfriend, Aiyoko, and their mischievous cat, Raiu. An avid climber, skier, golfer, and road biker, he spends as much time in the Cascades as the weather allows.
Specialties include: financial planning, equity compensation planning, concentrated stock strategies, 10b5-1 plan creation and execution, tax-aware investing, portfolio management services, wealth management, company benefit planning, retirement plan analysis, business owner services, insurance, and advisory.
Please reach out to connect and start a conversation at 206-643-6065 or [email protected].
Karen Sullivan
Financial Consultant
Originally from Maryland, Karen grew up in Silver Spring and attended college at Salisbury University where she graduated with a degree in Elementary Education. While attending Salisbury, Karen was a member of the Varsity Women’s Swim Team.
After college, Karen taught in the Maryland school system for 8 years before meeting her husband and relocating to Scituate, MA; where her husband grew up. Seeking a change in career and rewarding professional growth opportunities, Karen accepted a position at LRVS Advisory Group as a Financial Consultant in the spring of 2022.
Karen enjoys living by the ocean and takes advantage of any opportunity to spend outdoors! She is looking forward to continuing to explore her new hometown, as well as learning and growing with the LRVS team.
Please reach out to connect and start a conversation at 781-660-5788 or [email protected].
