Harrison Wolfe

Harrison develops financial plans and helps deliver advice to clients across the firm.

His passion for this profession is to help clients make smart financial decisions that will give them the confidence to pursue their passion and dreams. By starting with a well-thought-out financial planning process, Harrison establishes a working relationship where clients clearly understand what fees they are paying and what advice they are getting for that fee. This straightforward approach allows him to coach clients through good markets and bad to make sure they have actionable strategies to reach their most cherished goals. Harrison was born and raised just outside of Dayton, Ohio. He and his wife now live in Hamilton Township, Ohio, with their three boys and Sheepadoodle dog. His free time used to be spent on the golf course, but now you will find him at the local playgrgound or youth sporting events with his kids. Harrison still finds time to cheer on the Cincinnati Reds, Bengals, and Bearcats. Education and Professional Milestones - University of Cincinnati – bachelor’s degree in finance and accounting - Obtained a certificate in financial planning coursework from Xavier University