Team Harbor Oak

Our team combines disciplined processes with thoughtful and personalized guidance to help you address financial issues, capitalize on opportunities and meet your short and long-term goals. We take the time to learn about your present situation as well as your aspirations for the future. Our in-depth analysis places us in a strong position to develop creative strategies to help you achieve financial freedom. We seek to augment the steps you have already taken to put you in a stronger position over time.

As our valued client, you will benefit from our holistic, needs based process that helps you evaluate your current situation and prioritize what’s most important to you.

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Team Harbor Oak
Our Mission
Our goal is to build a long-term relationship with you so that we can provide a continuity of advice over time that evolves as your needs, opportunities and goals change.


Financial Planner
Special Care Planner 
Financial Services Executive


Financial Planner
Special Care Planner
*Part of Barnum Financial Group’s Center for College Planning


Financial Advisor
Investment Advisor Representative
*Part of Barnum Financial Group’s Center for College Planning

Our Promise

Create confidence through knowledge

Empower You to be in control

We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.

We care about You

We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.

Your trusted partners

We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.

Help You optimize Your financial situation

We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.