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We appreciate your interest in Harrison Financial Group, Inc. and hope you take some time to learn more about the experienced staff we have to assist with all of your financial needs.
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Brandon E. Harrison, AAMS |
LPL Registered Principal, Harrison Financial Group, Inc. |
Brandon has been servicing area clients for nearly 20 years. He
currently resides in Springboro, Ohio with his wife Cheryl and
children Ryan, Nicholas and Anna. |
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Graduate of University of Dayton (UD), Dayton, Ohio with a BS
in Finance |
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Recipient of Accredited Asset Management Specialist (AAMS) designation, College for
Financial Planning |
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Registered Principal and Investment Advisory Representative with the nation's largest
independent brokerage firm, LPL Financial (based upon revenue) |
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Member of LPL Financial Chairman’s Club, reserved for the top 6% of LPL’s
12,000 investment advisors nationwide (based upon production) |
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Manages approximately $100 million in assets for over 500 individuals and businesses
through LPL Financial |
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Has developed relationships with five area credit unions to provide investment
management and financial consulting services for their membership |
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Check out the monthly message from Brandon Harrison, as he shares his
and LPL Financial's views
on the market and international events in the latest Economic Update.
Click here for more... |
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Kevin Green, LPL Wealth Advisor |
Kevin brings extensive knowledge and nearly 20 years of experience in the financial services industry to the clients of HFG. Kevin is an LPL Investment Advisor Representative and is insurance licensed for Life, Health and Annuities. In addition to his responsibilities as a LPL Wealth Advisor, Kevin works diligently to assist in the development of strategies for the achievement of our client’s financial goals. Kevin resides in Miami Township with his wife Kelly and four sons Tyler, Travis, Tanner and Trent. |
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Amie Kelly, Operations Manager |
Amie plays a valuable role in maintaining
HFG's daily operations. From her dedication
in helping clients to achieve the utmost in
customer satisfaction to her extensive level of
administrative experience, Amie is licensed
by the state of Ohio for Life and Health insurance and is able to
provide a high level of service to our clients. Amie currently resides
in Kettering, Ohio with her husband John and daughter Sarah. |
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Alicia Wilhite, Client Services Associate |
Alicia brings over 10 years of customer service experience to HFG and provides valuable assistance with our day-to-day operations. Alicia's experience and attention to detail make her a valuable asset to the HFG family. Alicia currently resides in Centerville, Ohio with her son Hogan. |
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Chris House, Client Services Associate |
Chris brings over 16 years of experience in the financial services industry to HFG. Chris is insurance licensed for Life, Health and Annuities and plays an integral part in the firm’s investment due diligence process essential in the management of client accounts. Chris currently resides in Beavercreek with his wife JoAnn and children Nicholas, Brandon and Lauren. |
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