Brad A. Harber, CRPC®, CRPS®, AIF®
Managing Director - Investments
Managing Director - Investments
Brad holds Series 7 and 66 securities registrations, as well as life, health, variable life and variable annuity insurance licenses. He focuses on portfolio strategies for individuals and businesses. He is a graduate of Indiana University, with a major in business administration and a minor in marketing. He has been in the financial services business since 2005. Brad earned the Chartered Retirement Planning CounselorSM designation in 2009, followed by the Chartered Retirement Plans SpecialistSM designation in 2011.
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