Harry has been serving clients for 45 years helping to educate, inform and motivate them to reach their financial goals. Harry prides himself on consistent quality service, follow up and commitment to ongoing reviews. Client’s families also count on Harry for ongoing help if a deceased spouse requires guidance to settle affairs.
Harry graduated from Kent State University with a BS in Education. He has also attained the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the America College of Financial Services. These professional designations illustrate Harry’s commitment to the quality of expertise he brings to advising clients.
Harry has lived in Danville for 30 years with his wife Sherry of 47 years. They have 3 children and 4 grandchildren. He is an active member and past president of NAIFA Mt Diablo (National Association of Insurance and Financial Advisors and the Kiwanis Club of the San Ramon Valley. He is also a life and qualifying member of the Million Dollar Roundtable *.
Harry is a registered representative and investment advisor representative of Securian Financial Services, Inc.
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Tracking #1521416 and DOFU 06-2016