Harmon Hardegree
Financial Planner
Harmon Hardegree joined Henssler Financial in April 2023 as a Client Service Associate in the Planning & Implementation Department, and was promoted to Financial Planner in May 2024. His responsibilities include assisting Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, reviewing client asset allocation and cash flow projections, developing client investment policy statements, and client services support duties.
Mr. Hardegree is responsible for assisting the Associates in rebalancing accounts, opening and closing of accounts with custodians, monitoring cash flows, and compiling accurate client review data.
Mr. Hardegree earned a Bachelor of Bachelor of Business Administration from Augusta University and has completed the CERTIFIED FINANCIAL PLANNER™ Certification Education program from the University of Georgia. He is currently working toward earning the CERTIFIED FINANCIAL PLANNER™ certification.
Harmon Hardegree
Financial Planner
Harmon Hardegree joined Henssler Financial in April 2023 as a Client Service Associate in the Planning & Implementation Department, and was promoted to Financial Planner in May 2024. His responsibilities include assisting Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, reviewing client asset allocation and cash flow projections, developing client investment policy statements, and client services support duties.
Mr. Hardegree is responsible for assisting the Associates in rebalancing accounts, opening and closing of accounts with custodians, monitoring cash flows, and compiling accurate client review data.
Mr. Hardegree earned a Bachelor of Bachelor of Business Administration from Augusta University and has completed the CERTIFIED FINANCIAL PLANNER™ Certification Education program from the University of Georgia. He is currently working toward earning the CERTIFIED FINANCIAL PLANNER™ certification.
Notable
1 Year of Financial Services Experience