Client Success Associate
Harley is a recent graduate with a concentration in Consumer Economics. He brings insurance planning and risk management knowledge through his background at an insurance agency. As a native Spanish speaker, Harley prides himself on serving those whose English is not their first language and traditionally underrepresented in financial planning. Harley’s mission is to elevate families and individuals to achieve their highest ambitions. For leisure, Harley enjoys golfing, cycling, and urban homesteading.
Education: University of Illinois at Urbana–Champaign (BS)
"An intelligent person learns from their own mistakes, but a genius learns from the mistakes of others." -Unknown
Get to know Harley
My parents and I during my virtual graduation ceremony in May 2020.
My girlfriend and I at Make-A-Wish of Illinois’ largest fundraiser ‘I Wish to Party’!
Kayaking through the mangroves in Naples, Florida.
This is Tilly. She loves getting her picture taken.
What's your favorite movie?
The Lion King: My mantra is hakuna matata.
Where's your favorite place in the world?
Santiago Papasquiaro a town in Durango, Mexico
What are you currently watching on Netflix?
I enjoyed ‘Ozark’. Exactly what financial planning isn’t.
What are you passionate about?
Some of my passions are philanthropy and volunteerism. I am an activist for the Make-A-Wish Foundation and hope to organize financial literacy courses for kids of the Boys and Girls Club in my community.