About
Harrison
Harrison develops financial plans and helps deliver advice to clients across the firm. His passion for this profession is to help individuals and families make thoughtful financial decisions that can provide clarity, confidence, and the freedom to pursue what matters most to them.
By starting with a well-thought-out financial planning process, Harrison strives to establish a working relationship where clients can 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 help them have actionable strategies to reach their most cherished goals.
Originally from the Dayton, Ohio area, Harrison now calls Hamilton Township home, where he lives with his wife and their three boys. These days his free time is split between staying active, traveling with his wife, and supporting his kids at youth sporting events. Harrison is also a lifelong fan of the Cincinnati Reds, Bengals, and Bearcats.
Education and Professional Milestones
- University of Cincinnati – bachelor’s degree in finance and accounting
- Obtained a certificate in financial planning coursework from Xavier University
Harrison develops financial plans and helps deliver advice to clients across the firm. His passion for this profession is to help individuals and families make thoughtful financial decisions that can provide clarity, confidence, and the freedom to pursue what matters most to them.
By starting with a well-thought-out financial planning process, Harrison strives to establish a working relationship where clients can 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 help them have actionable strategies to reach their most cherished goals.
Originally from the Dayton, Ohio area, Harrison now calls Hamilton Township home, where he lives with his wife and their three boys. These days his free time is split between staying active, traveling with his wife, and supporting his kids at youth sporting events. Harrison is also a lifelong fan of the Cincinnati Reds, Bengals, and Bearcats.
Education and Professional Milestones
- University of Cincinnati – bachelor’s degree in finance and accounting
- Obtained a certificate in financial planning coursework from Xavier University