“Execution is the ability to mesh strategy with reality, align people with goals, and achieve the promised results.” ~Larry BossidyI have been privileged to advise people at multiple stages in their lives: wealth builders, executives, entrepreneurs, retirees, and people at financial crossroads, either personal or professional. I combine knowledge of best practices with forward-thinking advice and guidance, serving clients with a heartfelt dedication that testifies to their importance to me and my team.I want the clients I advise to be comfortable, confident, and informed stewards of their wealth. To that end, I rely on sophisticated analytics, timely research, and in-depth communication, helping clients stay apprised of the opportunities and challenges that lie ahead. I’ve found that each person brings distinct needs, concerns, and aspirations. I cater to that singularity, marshaling the resources and capabilities that can help clients take positive action toward a more cohesive and secure financial future.At Harmon Smith, we aim to educate our clients about their choices and connect them to strategies that answer their financial goals. Each of our client's goals is unique and our advice and services are personally tailored to each client.We are a results driven firm and strive to have long term relationships with our clients and their families. We aim to deliver a sense of comfort that they have a committed and diligent ally in us. We offer both the intimacy and personalized attention of a wealth management boutique and the state of the art resources of one of the world's largest financial services firms. We work closely with my many internal partners at Northwestern Mutual in creating and implementing programs that are designed to build and preserve wealth and generate income. We work hard to maintain our professional credentials and stay current on topics of importance to our client's financial welfare.