Harley is dedicated to helping individuals and businesses build and protect their financial futures. His education, experience and professional affiliations have fostered Harley's practical approach to offering financial services and advice to his clients. Rather than just recommending a hodgepodge of unrelated products, first he considers your specific financial goals and investment objectives. Working together, you'll formulate a strategy to help you achieve your goals. Then Harley recommends the appropriate products and services to help you execute your strategy.
Maintaining a strong sense of community and a solid professional foundation are very important to Harley.
To stay on top of his field and develop his professional skills, Harley regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Series 6, 7, 63, 65 Professionally Licensed
Life and Health Insurance Licensed
Harley earned a Business Degree in Finance from The University of Maryland at College Park.
Office Phone: 503-922-0964
16209 SE Sigs Way
Damascus, OR 97089