Our Team
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Larry Beebe, CLU®, ChFC®, AEP®
Email Larry
Larry Beebe is a Financial Adviser and past President of Beebe Financial Services, a multi-discipline financial planning firm specializing in Business Succession and Estate Planning. As an Investment Advisor Representative (IAR) with Eagle Strategies LLC., Larry is able to provide specialized retirement planning and wealth management to his clients. In addition, Larry is a charter member of The Nautilus Group of Dallas, Texas, a resource group of expert estate planning attorneys and CPA’s that assist in analyzing client business and estate needs.
Everyone’s economic and life situation is unique, and Larry enjoys working closely with each person and/or family to best understand their personal and business goals when providing advice and services. Together they will build a comprehensive plan focused on their specific financial security for today and into the future, along with their charitable and legacy desires.
After attending The University of Toledo, Larry received his professional designations at The American College in Bryn Mawr, PA. His professional designations include Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and AEP®. With the latter designation, he is one of only a few in the city of Toledo.
Larry is a past president of the Toledo Chapter of The Society of Financial Service Professionals, as well as past president of the Toledo Estate Planning Council. In addition, he is a past member of the Foundation Committee of The Toledo Hospital, previously Treasurer of Trinity Lutheran Church and School Foundation, and served on the Defined Giving board for the American Cancer Society. He was a member of the Board of Directors and Vice President of NYLARC, a five billion dollar agent owned re-insurance company. Larry is currently committed to the University of Toledo Foundation, the Maumee High School Foundation, the Cherry Street Mission and Good Grief of Northwest Ohio.
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Megan Evans
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Megan began working in the firm with her father, Larry, while attending the University of Toledo. While working with clients and running the office operations, she realized she wanted to continue in her father's footsteps. In late 2000 and into 2001 she completed licensing and training, beginning her professional endeavor. Since the early days of building her business, she has developed autonomy and syncronization with Larry to best serve her clients and the needs of the clients of the firm as a whole.
As an Investment Advisor Representative (IAR) with Eagle Strategies, LLC., Megan works closely with her clients' other advisors to insure estate planning and tax planning are up to date and are consistent with the client's overall goals and objectives. Megan's commitment to her clients is not limited by their financial needs, but is bolstered by her wish to understand each vital area of the client's life that influences their decisions. Focusing on comprehensive planning, insuring that the family is prepared for anything that may impact their financial security. By incorporating all areas of a client's life, including familial relationships, important charities, legacy hopes, Megan is able to better aid her client's financial decisions and desires.
Megan's commitment to her community includes serving as a board member of the Fellowship of Christian Athletes, integral in the formation of local non-profit organization RestoreActs, and is instrumental in serving the underpriviledged and overlooked people in the community. Together with her husband and four children, they enjoy serving the people of the community and supporting each other in academic, arts, and sporting events.
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Thomas J. Fields, CFP®
Email Thomas
Thomas began his career in financial services with one singular purpose…to help people with the complexity of their financial planning using a comprehensive and holistic approach. More than a decade later, he continues to excel in understanding the complexity of his clients’ goals and objectives. Thomas is passionate about creating financial strategies that help address his clients’ overall needs.
Thomas graduated magna cum laude with a bachelor of science in financial planning from the prestigious Ross College of Business at Franklin University in Columbus, OH. Most recently, he obtained the CERTIFIED FINANCIAL PLANNER™ certification. Thomas stays very involved in his industry and is a member of the National Association of Insurance and Financial Advisors (NAIFA®), the Toledo Estate Planning Council, and the Society of Financial Services Professionals™.
Thomas is an Investment Adviser Representative with Eagle Strategies, LLC, a registered representative with NYLIFE Securities, LLC, and a licensed agent for life and health insurance.
He is a qualifying 2019 member for MDRT's* Court of the Table and has been named a member of New York Life Insurance Company's Chairman's Council.**
Thomas is a member of the Toledo Rotary Club in Toledo, OH. He serves on the Board of Directors for the Toledo Country Club in Toledo, OH. In his free time, Thomas enjoys spending time with his wife, Christine, and their daughter, Sophia. He also enjoys being out on the golf course and bass fishing. Thomas and his family remain actively involved in their local church and other various community organizations.
Megan Evans
mevans@EBFfinancial.com
Megan began working in the firm with her father, Larry, while attending the University of Toledo. While working with clients and running the office operations, she realized she wanted to continue in her father's footsteps. In late 2000 and into 2001 she completed licensing and training, beginning her professional endeavor. Since the early days of building her business, she has developed autonomy and syncronization with Larry to best serve her clients and the needs of the clients of the firm as a whole.
As an Investment Advisor Representative (IAR) with Eagle Strategies, LLC., Megan works closely with her clients' other advisors to insure estate planning and tax planning are up to date and are consistent with the client's overall goals and objectives. Megan's commitment to her clients is not limited by their financial needs, but is bolstered by her wish to understand each vital area of the client's life that influences their decisions. Focusing on comprehensive planning, insuring that the family is prepared for anything that may impact their financial security. By incorporating all areas of a client's life, including familial relationships, important charities, legacy hopes, Megan is able to better aid her client's financial decisions and desires.
Megan's commitment to her community includes serving as a board member of the Fellowship of Christian Athletes, integral in the formation of local non-profit organization RestoreActs, and is instrumental in serving the underpriviledged and overlooked people in the community. Together with her husband and four children, they enjoy serving the people of the community and supporting each other in academic, arts, and sporting events.
Larry Beebe, CLU®, ChFC®, AEP®
larrybeebe@EBFFinancial.com
Larry Beebe is a Financial Adviser and past President of Beebe Financial Services, a multi-discipline financial planning firm specializing in Business Succession and Estate Planning. As an Investment Advisor Representative (IAR) with Eagle Strategies LLC., Larry is able to provide specialized retirement planning and wealth management to his clients. In addition, Larry is a charter member of The Nautilus Group of Dallas, Texas, a resource group of expert estate planning attorneys and CPA’s that assist in analyzing client business and estate needs.
Everyone’s economic and life situation is unique, and Larry enjoys working closely with each person and/or family to best understand their personal and business goals when providing advice and services. Together they will build a comprehensive plan focused on their specific financial security for today and into the future, along with their charitable and legacy desires.
After attending The University of Toledo, Larry received his professional designations at The American College in Bryn Mawr, PA. His professional designations include Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and AEP®. With the latter designation, he is one of only a few in the city of Toledo.
Larry is a past president of the Toledo Chapter of The Society of Financial Service Professionals, as well as past president of the Toledo Estate Planning Council. In addition, he is a past member of the Foundation Committee of The Toledo Hospital, previously Treasurer of Trinity Lutheran Church and School Foundation, and served on the Defined Giving board for the American Cancer Society. He was a member of the Board of Directors and Vice President of NYLARC, a five billion dollar agent owned re-insurance company. Larry is currently committed to the University of Toledo Foundation, the Maumee High School Foundation, the Cherry Street Mission and Good Grief of Northwest Ohio.
Thomas J. Fields, CFP®
tfields@EBFFinancial.com
Thomas began his career in financial services with one singular purpose…to help people with the complexity of their financial planning using a comprehensive and holistic approach. More than a decade later, he continues to excel in understanding the complexity of his clients’ goals and objectives. Thomas is passionate about creating financial strategies that help address his clients’ overall needs.
Thomas graduated magna cum laude with a bachelor of science in financial planning from the prestigious Ross College of Business at Franklin University in Columbus, OH. Most recently, he obtained the CERTIFIED FINANCIAL PLANNER™ certification. Thomas stays very involved in his industry and is a member of the National Association of Insurance and Financial Advisors (NAIFA®), the Toledo Estate Planning Council, the Financial Planning Association®, and the Society of Financial Services Professionals™.
Thomas is an Investment Adviser Representative with Eagle Strategies, LLC, a registered representative with NYLIFE Securities, LLC, and a licensed agent for life and health insurance.
He is a qualifying 2018 member for MDRT* and has been named a member of New York Life Insurance Company's Presidents Council.**
In his free time, Thomas enjoys spending time with his wife, Christine, and their daughter, Sophia. He also enjoys being out on the golf course and bass fishing. Thomas and his family remain actively involved in his local church and other various community organizations.
Alicia Monday
amonday@EBFFinancial.com
Alicia joined Evans, Beebe & Fields Financial Group in January 2018 as a New York Life Agent. During her thirteen years in the banking community, she received her licensing and training in finance. Her priority is to earn her clients trust while helping them to reach their goals and aspirations. She will always do what is best for the client. Alicia strives for a balance between work and home. She is committed to her church and is a part of the financial council. Coaching softball with her husband and also coaching her daughter's volleyball team rounds out her favorite hobbies.
Brenda Thompson
bthompson@EBFFinancial.com
Brenda is our New Business Manager, who has been part of our team for over fourteen years. She has been in the insurance and financial planning field for more than twenty years. She holds an Ohio Life, Accident and Health Insurance license. Brenda is responsible for the underwriting process of life, long term care, and disability income policies as well as fixed annuities. She ensures that our clients receive the quality service they deserve.
Brenda is a mother of two wonderful boys. When she is not hard at work, she enjoys peaceful country drives. She also loves to do anything outdoors, including taking long walks with her faithful dog, Rusty.
Laura Williams
lwilliams@EBFFinancial.com
Laura Williams is the Client Service Manager at Evans, Beebe, & Fields Financial Group. She specializes in helping clients with updating beneficiaries, banking information and anything else that pertains to existing accounts under our management. Laura has over ten years of experience in the insurance industry, including two years as an agent. She is the daughter of a New York life agent who has been an agent since 1971. Growing up and hearing her father discuss insurance has allowed Laura to develop a thorough knowledge and understanding of the business.
Laura is married to her high school sweetheart. They have a daughter and a son. In her spare time she is a fitness instructor at a local YMCA and an avid runner. In the summertime, Laura and her family enjoy spending time at her parent’s cottage in Michigan, where they enjoy boating and water skiing.
Teresa A. Beebe
tbeebe@EBFFinancial.com
Teresa began working with Larry Beebe at Beebe Financial Services in early 2012. Now with Evans, Beebe & Fields Financial Group, she is responsible for the company’s financial statements, general ledger, payroll, accounts payable, budgeting, and tax compliance. In addition, her responsibilities include assisting with financial planning and retirement planning for Larry’s high net worth clients. Teresa received her B.A. in Business Administration from Heidelberg College.
Prior to 2012, Teresa worked in the banking industry and held leadership positions for Ohio Citizens Bank/National City Bank in Retail Banking, Human Resources, and Private Client Group, retiring as Vice President for PNC Bank after 32 years. Teresa continues to support the Toledo Area Humane Society where she actively serves on various committees. She was Board Chair in 2013-2014 and later Campaign Co-Chair for their new shelter during 2015-2016. Her passion for the organization is driven by the human-animal bond being mutually beneficial and dynamic in companionship, child development, elderly care, mental illness, physical impairment, abuse/trauma recovery, and rehabilitation of youth and adults in our community.
Rebecca Kollmorgen
bkollmorgen@EBFFinancial.com
Rebecca Kollmorgen has a Bachelor of Science in Education from Concordia University in Nebraska. She began working with Beebe Financial Services in 2012. Prior to coming to our office, she was an educator for over twenty years, teaching children from PreK to 8th grade in all subjects. She found her passion in music through teaching music classes, choirs, and band. Throughout her teaching career she taught children in Colorado, Texas, Florida, and Ohio.
As our Project/Event Coordinator at EBF her duties include the organization of our advisor seminars, holiday luncheons, and our client appreciation events. She also assists in the scheduling of client appointments and case management.
Rebecca is married to Tim and they have four children. She spends much of her time attending her children's sporting events and fine arts concerts throughout the year. When she has spare time, she enjoys counted cross stitch, reading, and walking her dog, Henry!
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