Jack C. Harmon began his Financial Service career in 1974 as an independent financial advisor and financial planner.

Over the course of his career, Jack has served as a committed advocate of strong ethical principles in the financial industry. He has served as a Governor on the CFP® Board of Standards, chairman of the Boardʼs Ethics Commission as well as chairman of the Boardʼs Council on Examinations. In addition, he was the founding chairman of a 15-member task force formed to establish financial planning principles. These principles now represent the CFP® Boardʼs Financial Planning Practice Standards.

Jackʼs passion for ethics and advocacy has made him a leading industry figure both in Georgia and nationally. As well as serving on the national Financial Planning Associationʼs board of directors, Jack was the founding president of the Georgia Society of the Institute of Certified Financial Planners and former president of the Financial Planning Association of Georgia. In the midst of state regulatory reform, the Georgia Secretary of State appointed Jack to serve as an advisor to the state legislature on proposed financial regulatory legislation. In 2004, the FPA of Georgia recognized Jackʼs unwavering efforts and accomplishments by awarding him the FPA Honors Award. The Georgia Chapter of the Financial Planning Association established the HONORS program to give recognition to individuals who have made a significant contribution to the Financial Planning profession.

Jack has appeared multiple times on Fox Business News and CNBC and is frequently quoted in financial publications and newspapers.

//////////////////////

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

Brad, after attaining the CPA designation in 1995, joined his father to establish Harmon Financial Advisors, Inc. in 1996. With more than 30 years of experience in the financial services industry, Brad offers a wealth of experience in the areas of tax planning and auditing, stock option strategies, and regulatory compliance. Brad works directly with many of our clients’ CPA’s to ensure that our long-term strategies are working in concert with their current and future tax circumstances.

As branch manager, Brad oversees all of our firmʼs compliance procedures and is responsible for ensuring that our day-to-day operations meet federal, state and SRO requirements.

Raymond James does not offer tax advice. Please consult your tax advisor for questions regarding your tax situation.

Jack C. Harmon II joined Harmon Financial Advisors in 1999 and is responsible for the firm’s financial planning and investment management operations.  Prior to joining his father and brother, Jack had his own consulting firm, advising some of the country’s largest companies including Coca-Cola, Sprint, Microsoft and Entergy as a strategic planning and software engineering methodologist.

Jack has served as a subject matter expert for the CFP® Board’s Council on Examinations, assisting with the development of the CFP® Certification Exam.  Jack is also a past President and Chairman of the Board of the Financial Planning Association of Georgia.  He is currently the longest serving member of the CFP® Board’s Discipline and Ethics Commission, which is charged with reviewing alleged violations and enforcing the Code of Ethics and Standards of Conduct for Certified Financial Planners across the country.  He is also a member of the Investments & Wealth Institute, and Kingdom Advisors, a membership community of Christian financial advisors.

While away from the office Jack enjoys tennis, reading, and hiking with his wife Susan.  He is actively involved in Fellowship Bible Church in Roswell, GA as a Stephen Minister and a co-leader of a Sunday community called “Ask Your Question” where they discuss the difficult questions of Christianity and other worldviews.  He is also a Fellow of the C. S. Lewis Institute.  Jack has a son, Drew, who is an attorney living in New York City.

//////////////////////

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

Gina has over 20 years of experience in the financial services industry and has been with Harmon Financial Advisors since 1998. After graduating from the University of Pittsburgh, Gina moved to Baltimore and joined Alex Brown as an operations liaison. In 1994, she was transferred to the firmʼs Atlanta office, where she served as a sales associate to the branch manager. She joined the Harmon Financial Advisors team four years later and has since become the firmʼs senior relationship manager. She is a registered principal and assists Brad with compliance oversight duties. Gina particularly enjoys studying financial issues affecting seniors as well as special needs trust administration.

Kimberly joined the firm in 2010 following a successful career in business management and accounting. As Operations Manager of Harmon Financial Advisors, Inc., Kimberly’s primary responsibilities include the development, implementation and oversight of the firmʼs processes and procedures. This includes the full utilization of our technology tools as well as maintenance of the client database and file room. In addition, she maintains the firmʼs books, records, client database and calendar. Since her arrival, her commitment to industry best practices as well as her organizational prowess have increased our firmʼs efficiency as well allowed us to increase our service offerings to our clients.

Kerron joined Harmon Financial in 2013 as an intern and came onboard full time after completing his degree requirements in 2014. His responsibilities include preparing portfolio rebalancing and investment recommendation reports and working with Ryan on special projects. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification and is especially interested in portfolio optimization, retirement strategies and education planning.

After graduating with a Master of Arts from Georgia State University, Jessica started as the face of Harmon Financial Advisors in the position of Administrative Assistant in 2014. Her impeccable attention to detail, exceptional resourcefulness, and creative problem-solving quickly led to her wearing many hats.

Once Jessica acquired her Wealth Management Specialist certification in 2016, she became Back Office Liaison, where she worked closely with the Raymond James home office to resolve issues and address client needs with efficiency and care. In this role, she provided administrative support to the Lead Advisors and enjoyed learning the intricacies of building and managing meaningful client relationships.

In 2021, utilizing her Series 7, 63, and 65 licenses, Jessica rose to Lead Advisor. With her extensive background in customer support and client satisfaction, she strives to provide the utmost care for each of her clients while helping them achieve their financial goals.

Sibonée brings a wealth of knowledge and insight to our team. Before joining Harmon Financial, she helped clients achieve their financial goals at Fidelity Investments, where she obtained her Series 7 and 66 licenses, as well as her Life, Health 2, and Variable Products licenses. She is always growing and looking for new areas of opportunity for her clients. As a lead advisor with Harmon Financial, Sibonée is focused on understanding the unique financial needs of our clients and helping them make informed decisions that can lead to financial success. Some of her areas of expertise include retirement planning, education planning, and cash/debt management strategies.

In her spare time, Sibonée enjoys running and training for various races, including her first 1⁄2 marathon in Nashville in 2016! Working out and enjoying a healthy lifestyle is very important to Sibonée. As a newlywed, she enjoys working toward her goals while spending time with her husband, Bradley and their dog, Cooper.

//////////////////////

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

With a wealth of experience in customer relations and program management, Ashley joined the firm in 2020 following a successful career as a director in the non-profit sector. Her creative expertise combined with unparalleled exactitude allows her to find unique solutions that further process efficiency and procedural systems. Additionally, Ashley’s commitment to service ensures that the client experience exceeds every expectation. Harmon Financial recognizes that each family has unique and specific goals and Ashley facilitates the development and maintenance of client relationships which allows them to be known as individuals beyond their business.

Prior to pursuing a more traditional route, Ashley enjoyed a career as a professional ballet dancer! When not in the office, she enjoys educating the next generation of dance artists and maintaining an active lifestyle. Nothing keeps her on her toes like chasing her three young children and greatest joys, Oliver, Everett, and Adelaide!

Nicholas is a perfect example of what Harmon Financial Advisors is known for – a passion for client service and our industry. A graduate of Kennesaw State University and Series 63 and 7 license holder, Nicholas combines youthful energy with the wisdom of our firm’s seasoned expertise to serve our diverse client base well. He understands that in a technology-driven world, people are increasingly thirsting for connection and relationship and that the business of financial planning and wealth management is deeply personal. With specific interests in financial planning, investment management, and portfolio optimization, Nicholas enjoys supporting our team of advisors and assisting clients in realizing the intersection of their financial objectives and personal goals.

In his spare, time he enjoys spending time with friends and family, especially outdoors. Nicholas enjoys wakeboarding, snowboarding, horseback riding, golfing, fishing, and hiking. He also grew up playing hockey and still plays in a local men’s hockey league.