Charlie Harriman

Charlie works with individuals and families to discuss financial considerations and planning strategies aligned with their long-term objectives. He is known for an approachable style and focuses on building relationships through ongoing conversations about financial priorities.

His experience includes financial and estate planning, with an emphasis on helping clients better understand their options as they navigate important financial decisions. Charlie prioritizes clear communication and strives to provide supportive planning experience.

He values developing long-term client relationships and aims to help clients stay informed as their financial needs evolve over time.

Outside of work, Charlie enjoys spending time with his wife, Hollie, and their two children, Hudson and Maggie. He is actively involved in coaching youth sports and enjoys golfing.