Platinum Winner of the CommunityVotes O'Fallon 2022 Award
"Community Votes O’Fallon” is an annual survey conducted by the company Community Votes. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The award is not representative of any one client’s experience and is not indicative of future performance.
Michael J. LaMarche
President | Investment Adviser Representative
Michael is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy. He started in the financial services industry in 1990 and founded LaMarche & Associates in 2003 to provide financial planning, asset distribution, and tax-efficient retirement strategies to his clients. He rebranded LaMarche & Associates to Retire Once Financial Management in 2022.
In 2014, Michael passed the Series 65 securities exam and holds life and health insurance licenses in Missouri and Illinois. He earned his master’s degree from Webster University.
Michael and his wife Cathi, live in O’Fallon, Missouri, and have two children. Their son Holden is an IT specialist and resides in Philly. Their daughter Piper recently graduated from Marquette and lives in Milwaukee. In his free time, Michael enjoys writing, hiking, and gardening.
Cathi LaMarche
Co-Owner/Director of Operations
Cathi LaMarche is the co-owner of Retire Once Financial Management along with her husband Michael. She serves as the company’s Director of Operations. Cathi holds a Bachelor of Social Work from Western Michigan University and a Master’s in Teaching from Lindenwood University. In her spare time, Cathi writes novels, essays, and short stories and has thirty-nine publications in various mediums. Cathi and Michael have two children—Holden, their son, is an IT specialist and lives in Philly, and Piper, their daughter, recently graduated from Marquette and resides in Milwaukee. For leisure, Cathi enjoys cooking, gardening, and spending time with her family and her beloved Rough Collies at their home in O’Fallon, Missouri.
Vincent Tizono, RICP®
Vice President and Financial Advisor
As a financial advisor at Retire Once Financial Management, Vincent enjoys making often-complex financial topics easier to understand and getting into the “nitty-gritty” so his clients don’t have to. His goal is to illuminate and inform his clients so they leave his office feeling more confident about their financial future.
Vincent’s desire to pursue a career in financial services stemmed from his love of markets and economics as well as his frustration with the service his mother received when she sought financial advice at a variety of firms. Before coming to Retire Once Financial Management, Vincent worked for Edward Jones and had his own business in which he did contract work for financial professionals.
Vincent has passed the Series 65 securities exam and holds life, accident and health insurance licenses, and graduated summa cum laude with a Bachelor of Science from Rocky Mountain College. While working at Edward Jones, he graduated from the Edward Jones Financial Advisor Career Development Program. Additionally, Vincent holds the RICP®, Retirement Income Certified Professional®, designation from the American College. The RICP is for advisors seeking to help near-retirees and retirees, and it is designed to give designation holders the skills to build comprehensive retirement income plans.
Vincent lives in O’Fallon, Missouri, and enjoys reading, spending time with friends and exploring new restaurants.
Cody Knight
Financial Advisor
Cody earned a B.S. in Personal Financial Planning from the University of Missouri and a minor in Business Studies. He currently holds his Series 65 and Life and Health licensure.
Cody brings three years of experience in the financial industry to the firm as both a Financial Planning Analyst and a Financial Advisor.
When he’s not busy immersed in the field of finance, Cody enjoys spending time with his family and friends, looking for new dishes to cook, exercising, and staying active.
His love for the financial industry came about when he shadowed his parents’ financial advisor while in high school, and he strives to make the same lasting impact on the families that he serves.
Karen Rosenblum
Administrative Assistant
Karen has been in love with numbers for as long as she can remember. In fact, she loves numbers so much that she taught math for 13 years after obtaining an education degree from UMSL. After finishing her workday at Retire Once Financial Management, Karen tutors children who need extra assistance in math.
Karen resides in Wentzville with her husband Mark and their two Golden Doodles, Dexter and Dobby. Their daughter Emily recently retired from the Navy.
During her leisure time, Karen enjoys gardening, reading, playing board games, and making beautiful greeting cards in her craft room.
In the office, Karen has been dubbed "the queen of the Excel spreadsheets and checklists", keeping us more organized and highly efficient.
Keri North
Administrative Assistant
Keri joined Retire Once Financial Management with over 10 years of experience in the financial sector. She holds a BA in Liberal Studies with an emphasis in Business and Spanish from UMSL.
Keri jumped right in as an administrative assistant and shines in the areas of organizing data, learning new material, and technology. Keri works closely with her administrative team members to ensure top-notch customer service, providing attention to detail.
Residing in St. Peters with her two girls, Keri enjoys traveling with her family, attending concerts, spending time with her close friends, working out at the gym, and relaxing poolside.
In the office, Keri enjoys the day-to-day interaction with clients and works diligently to process their requests.
Seamus McFluffernugget (AKA Puppers)
Client Relations Manager
Seamus graduated obedience school at the top of his class. He began his career in the field of squirrel management but quickly moved into client relations, where he excels at greeting visitors to the firm. “Cold nose, warm heart” is his motto.
Seamus is particularly drawn to clients named Timmy. Once in a while, he is found sleeping on the job, but the arrival of the trash truck, UPS truck, or FedEx quickly sets him in motion. An easy-going employee, Seamus works hard in exchange for snooter snacks and butt rubs.
He looks forward to greeting you on your visit to Retire Once Financial Management.
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