Jeff Harris, MBA, CFP®

Financial Advisor

Jeff Harris wants to make a difference in his client’s lives. He believes his purpose as a financial advisor is to provide these families and individuals with a genuine sense of security and freedom – so they can focus on the things that matter most to them and live their lives without worrying about money.


A solid combination of experience and education forms the foundation of Jeff’s role. A diverse background gives him a broad perspective, an analytical and empathetic nature.


Over 20 years in the wealth management field, Jeff has developed a reputation for professionalism, a calm demeanor, and the ability to cut through the noise getting to the heart of complex matters.


A CERTIFIED FINANCIAL PLANNER (CFP®) professional, Jeff pursues ongoing continuing education and subscribes to a strict code of ethics and conduct.


In addition to his work as a financial advisor, Jeff is engaged in the broader community serving as a director and volunteer for a number of not for profit and charitable organizations.