Reese Harper

Reese Harper Email and Phone Number

CEO - Elements® @ Elements
Reese Harper's Location
Salt Lake City Metropolitan Area, United States, United States
Reese Harper's Contact Details
About Reese Harper

In 2007, I founded Dentist Advisors to help dentists make smart decisions with their money and achieve financial independence. Since then I’ve consulted with dentists across the country to help them reach their personal and business financial goals using a scientific, data-driven decision making methodology and technology I developed called Elements®.Simultaneously, over the last several years, my team and I have been working to turn the Elements methodology into a turnkey system that can be used by financial advisors to provide a next-gen user experience and increased value for their clients. The Elements Financial Planning System™ makes it simple for financial advisors to organize, and evaluate their clients' comprehensive financial data at a glance–enabling them to focus on the functional and emotional jobs that drive results for their clients.

Reese Harper's Current Company Details
Elements

Elements

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CEO - Elements®
Reese Harper Work Experience Details
  • Elements
    Ceo
    Elements Aug 2020 - Present
    South Jordan, Utah, Us
    The Elements Financial Monitoring System™ is a turnkey solution for financial advisors who want to provide a better user experience and more value for their clients.
  • Dentist Advisors
    Founder
    Dentist Advisors Oct 2007 - Present
    Salt Lake City , Ut, Us
    Most advisors focus on selling products, not solving financial problems. Our independence helps us stay objective when analyzing financial products, vendors and referral relationships. It also allows us to guide our clients with a clear conscience and give the best advice available, in more areas than one might expect from a financial advisor.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jan 2004 - Oct 2007
    Milwaukee, Wi, Us
    I served as the Director for Brigham Young University's Northwestern Mutual college internship program. Hired as an associate advisor to manage client relationships and develop financial plans.• Selected as #1 college intern in United States for leading company interns in customer acquisitions and sales volume• Elected Team Captain for over twenty reps, leading team to reach #1 rank in sales volume among 100+ college teams• Co-founded payroll and employee benefits company that was sold to Paychex

Reese Harper Skills

Investments Retirement Planning Financial Planning Finance Financial Advisory Wealth Retirement Portfolio Management Financial Planners Financial Services Series 63 Small Business Insurance Wealth Management Estate Planning Asset Management Investment Strategies Financial Goals Asset Allocation Investment Advisory Investment Management Strategic Financial Planning Risk Management Personal Finance

Reese Harper Education Details

  • University Of Utah
    University Of Utah
    Finance
  • Brigham Young University
    Brigham Young University
    Bachelors Of Arts

Frequently Asked Questions about Reese Harper

What company does Reese Harper work for?

Reese Harper works for Elements

What is Reese Harper's role at the current company?

Reese Harper's current role is CEO - Elements®.

What is Reese Harper's email address?

Reese Harper's email address is re****@****ors.com

What is Reese Harper's direct phone number?

Reese Harper's direct phone number is (801) 748*****

What schools did Reese Harper attend?

Reese Harper attended University Of Utah, Brigham Young University.

What are some of Reese Harper's interests?

Reese Harper has interest in Snow, Children, Politics, Education, Environment, Music Composition, Finance, Books, Water And Hard Work, Arts And Culture.

What skills is Reese Harper known for?

Reese Harper has skills like Investments, Retirement Planning, Financial Planning, Finance, Financial Advisory, Wealth, Retirement, Portfolio Management, Financial Planners, Financial Services, Series 63, Small Business.

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