OUR TEAM
Geoff Harkness
CFP®, CSRIC™, CRPC™ – Managing Partner
I love my job. That is so cliché, yet it is true. Why? Well, it is a cumulation of factors … client relationships, consulting and financial planning, investment analytics and strategy development, and entrepreneurial challenges. I...
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Shaun Walton
Financial Advisor
Shaun has a deep knowledge and passion for the markets. He was born and raised in South Africa, where he grew up on a large sugar cane and timber ranch, studied and graduated with a Bachelor of Science from Rhodes University, and...
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