About Harrison
As associate wealth advisor, Harrison’s primary role involves developing financial plans and helping deliver advice to clients across the firm. His passion for this profession is to help clients make smart financial decisions that will give them confidence to pursue their own passion and dreams.
By starting with a well-thought-out, evidence-driven financial planning process, Harrison establishes a working relationship where clients clearly understand what fees they are paying and what advice they are getting for that fee. This straightforward approach allows him to coach clients through good markets and bad to make sure they have actionable strategies to reach their most cherished goals.
Harrison earned a bachelor’s degree in finance and accounting from the University of Cincinnati in 2015. He began working in the financial services industry prior to graduating from UC, and he has been serving clients ever since. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and obtained a certificate in financial planning coursework from Xavier University.
Harrison was born and raised just outside of Dayton, Ohio. He and his wife now live in Hamilton Township, Ohio, with their two boys and Sheepadoodle dog. His free time used to be spent on the golf course, but now you will find him at the local playground with his kids or youth sporting events. Harrison still finds time to cheer on the Cincinnati Reds, Bengals and Bearcats.
As associate wealth advisor, Harrison’s primary role involves developing financial plans and helping deliver advice to clients across the firm. His passion for this profession is to help clients make smart financial decisions that will give them confidence to pursue their own passion and dreams.
By starting with a well-thought-out, evidence-driven financial planning process, Harrison establishes a working relationship where clients clearly understand what fees they are paying and what advice they are getting for that fee. This straightforward approach allows him to coach clients through good markets and bad to make sure they have actionable strategies to reach their most cherished goals.
Harrison earned a bachelor’s degree in finance and accounting from the University of Cincinnati in 2015. He began working in the financial services industry prior to graduating from UC, and he has been serving clients ever since. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and obtained a certificate in financial planning coursework from Xavier University.
Harrison was born and raised just outside of Dayton, Ohio. He and his wife now live in Hamilton Township, Ohio, with their two boys and Sheepadoodle dog. His free time used to be spent on the golf course, but now you will find him at the local playground with his kids or youth sporting events. Harrison still finds time to cheer on the Cincinnati Reds, Bengals and Bearcats.