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Harmon Smith Team

We love what we do!

We get along. We help each other. And we laugh. A lot. But at our core, there’s an incredible degree of pride in guiding people toward financial security. We are the experienced, detail-oriented and knowledgeable advisors who work with small business owners and those clients who are retirement-conscious.

And we’re always excited to plan with purpose so you can live with confidence.

Advisors

Joshua Harmon ChFC®, CLU®, RICP®, WMCP®

Private Wealth Advisor

Randy Smith RICP®

Private Wealth Advisor

Robert Shannon

Private Wealth Advisor

Jeff Wimer

Private Wealth Advisor

Nicholas Brown AWMA®

Associate Financial Advisor

Richard H Freer

Associate Financial Representative

Nicole A. Cantrill RICP®

Associate Financial Advisor

Your Support Team

Deborah La Scala

Investment Associate

Daphne H Decoteau

Client Service Representative

Tawni D Finke

Investment Associate

Samantha L Kaminski

Client Service Representative

Elizabeth Fields-Bowen

Director of Operations

Kristin Ruth Shannon

Client Service Representative

Mel Marie McMullin

Client Service Representative

Steven E Bryant

Investment Operations Associate

Team Stats