Harrison graduated from Biola University in the Spring of 2020. He received a degree in Business Administration that focused on Financial Management as well as a minor in financial planning. Harrison has a passion for investments as well as working with others. Since joining The Summit Financial Strategies in March of 2020, he has been working closely with Keith and Brett to learn from their long standing experience. Harrison strives to create strong relationships with clients as they work together to plan for the future. He recognizes that goals are very important and concentrates on helping clients meet those goals through financial planning and implementing strategies.
Harrison's Investment Philosophy
Harrison has a focus on using resources to analyze national and global economies. As our global and national economies change, opportunities do as well. Harrison believes it is important to focus on trends as well as niche markets or companies that are making a difference in the world.
He recognizes that every client is different and works to create a personalized financial strategy that fits. Every client has a unique story that leads to different goals, time horizons, risk tolerance and preferences as it pertains to their portfolio. Harrison's goal is to create strategies that clients understand and feel confident about moving forward.
Harrison has completed the Series 66 Investment Advisor Representative registration as well as the Series 7 securities license.
Besides his time working at The Summit, he enjoys plenty of hobbies. Harrison has always enjoyed sports and played lacrosse in college. After graduating he has continued his appreciation for the great outdoors through hiking, road/mountain biking and backpacking. Harrison also loves art and spends some of his free time making clothes and other art pieces with his friends.