Our Management Team

Mr. Harman is responsible for firm operations, national accounts management and consulting, including PEO's and Associations. He also heads the Advance Planning team which includes estate and business planning.

Mr. Harman has over 18 years of industry experience.  Prior to joining the firm in 2007,   he was Senior Vice President for Bank of America heading their Florida Insurance Division. From 1991 to 2001, he was a Vice President with Prudential Insurance where he served as a national lending and insurance consultant.

Mr. Harman has a B.S. degree from Virginia Tech University.  He has earned the Certified Financial Planner and Charter Life Underwriter designations. He also holds the securities licenses 7, 63, 66, and 24.