Harvie Wealth Management Team

Evolving together, managing more than $784MM in assets (as of 10/31/2024), the multi-generational team possesses both retail and institutional experience to serve clients by tracking data that adapts as clients' lives unfold and their needs evolve.

John Chris Harvie, CFP

Managing Partner
PIM Portfolio Manager

Tommy Doyle

Partner
PIM Portfolio Manager

Ann Bradshaw

Registered Operations Director

Martha Gilg

Branch Administrative Associate

Amber Benkert

Registered Administrative Associate

Jeremy Reed, CFP

Financial Advisor