Broker Check

Who We Serve

At Harmony Financial Strategies®, we understand that navigating through the world of investments and retirement planning can be both challenging and overwhelming. Each investor has different priorities and may face different challenges. 

We understand. What concerns you, concerns us.


With over four decades of combined experience in the financial services industry - and specialized training in estate and retirement planning specifically for non-traditional families - our team is well positioned to help you develop strategies that seek to preserve and grow your assets. We understand and embrace the challenges you may face and welcome the opportunity to develop an individualized strategy to help you pursue your short and long-term financial goals.