I started Harris Wealth Advisors so that I could work directly with clients without distractions and displaced priorities that often arise when working at a large firm. I worked at three large financial institutions for twenty-seven years. While that provided me with invaluable experience, it also provided the contrast I needed to develop the right culture for Harris Wealth Advisors.
As a fee-only advisor, I can offer objective advice that is driven only by the desire to help you reach your goals.
I have lived in Austin since 1984 where I raised three wonderful children, two sons and a daughter. I enjoy spending time in the Texas Hill Country pursuing my hobbies of painting landscapes and photography. And, like most of the Austin population, I enjoy playing my guitars.
Credentials:
- BBA Southwest Texas State University May 1980
- IMC (Investment Management Consultant) in 1996 at PaineWebber
- Texas Insurance License (Group 1)
- CRC (Certified Retirement Counselor) in July 2007 from the INFre (International Foundation of Retirement Education)
- Private Pilot License
