Harley joined VAM in 2015 as a financial advisor. He specializes in helping business owners and their executives, pre-retirees and retirees, and families navigate their financial lives with confidence and clarity. Whether it’s managing critical business succession planning strategies, developing a retirement income plan, or crafting a holistic wealth management strategy, Harley’s goal is to simplify the process and provide sound strategies to meet your financial goals.
Who Harley Works With
Harley’s clients include:
- Business owners looking to maximize the value of their business to achieve their personal financial goals
- Pre-retirees and retirees in search of a thorough and dependable retirement income plan to enjoy their next chapter in life
- Companies seeking to optimize efficient retirement plans and executive compensation plans for key people
- Younger families navigating the early stages of the financial planning process
What Harley Offers
- Retirement Income Planning
- Comprehensive Wealth Management
- Holistic Financial Planning and Cash Flow Modeling
- Risk Management Solutions
- Business Succession Planning
- Executive Compensation Strategies
- Qualified Retirement Plan Management
Harley carries the Accredited Investment Fiduciary® (AIF®) and Retirement Income Certified Professional® (RICP®) designations. He also holds his Series 7 and 66 registrations and Life/Health/Annuity/Long-Term Care insurance licenses.
Harley is a graduate of Dickinson College, where he earned a Bachelor’s degree in Economics. During his four years in Carlisle, PA, Harley was a four-year starting pitcher for the Red Devils baseball program, earning several All-Conference and All-Region honors.
A native of Deltaville, VA, Harley and his wife Katherine live in Richmond. Outside of the office, Harley enjoys spending time on the boat, playing golf, traveling to Cape Cod in the summer, and cheering on his Penn State Nittany Lions in the fall.
* For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC, nor any of its representatives may give legal or tax advice.