I would like to take this opportunity to introduce myself. Hi I’m Harry! I am an executive level financial advisor and accomplished entrepreneur with over a decade of experience driving results across investment management, financial strategy, and large-scale infrastructure operations. My career has been defined by a deep understanding of capital markets, a global perspective, and a commitment to delivering long-term value to clients and stakeholders alike.
Educated in Australia, I hold a Bachelor’s degree in Business with a concentration in Finance from the University of Western Sydney, along with Advanced Diplomas in Business and Financial Studies from Macquarie University in Sydney. This academic foundation has supported a global and analytical approach to wealth management, portfolio diversification, and macroeconomic forecasting. In conjunction with my work in finance, I founded and scaled a highly successful government contracting firm specializing in fiber optic network infrastructure. Under my leadership as CEO, the company secured and executed multiple multimillion-dollar government contracts, earning a reputation for precision, compliance, and operational excellence in a highly competitive sector.
As an expert investor, I specialize in building high-performing, diversified portfolios across asset classes—including the S&P 500, commodities, equities, and digital assets such as cryptocurrency. I have advised high-net-worth individuals, business owners, and institutional investors—bringing strategic insight, risk management expertise, and disciplined execution to every engagement.
Combining financial acumen with entrepreneurial agility, I continue to lead with vision, integrity, and a relentless focus on measurable outcomes in today’s evolving economic landscape. My approach integrates a deep understanding of global markets with a strong focus on client education, offering tailored financial coaching to empower individuals and organizations in making informed decisions. With a passion for driving financial success, I am committed to building lasting relationships and creating customized strategies that align with each client's unique goals.
In addition to my professional expertise, I am a family-oriented individual, happily married with three children. I bring both personal and professional dedication to every aspect of my life, striving to make a positive impact on the financial well-being of my clients and their families. I appreciate you taking the time to get to know me I now look forward to learning more about you and your family as well as exploring how we can collaborate to achieve your financial goals.
I’m a passionate leader, strategic thinker, and lifelong learner with over a decade of experience in government contracting, project management, and real estate. I’ve always believed in leading with integrity, building strong relationships, and creating environments where people and ideas can thrive. My career has been built on a foundation of service, innovation, and results—and I’m proud of the impact I’ve made across both public and private sectors.
Born in New York and raised in Northern Virginia, I completed my degree in Business Management and Administration with a minor in Information Technology at George Mason University. My academic background helped shape the way I approach challenges—with a balance of strategic vision and a clear understanding of how technology can drive smarter solutions.
For more than ten years, I’ve worked in the government contracting space, serving as a Project Manager for various federal agencies. I’ve led complex, high-value projects from inception to completion, ensuring they meet critical mission goals, stay on budget, and align with evolving regulatory requirements. I’ve learned to navigate fast-paced environments with agility, and I thrive when I’m bringing people together to solve complex problems.
In addition to my government work, I’ve spent the last decade running a successful real estate business focused on both residential and commercial markets. This entrepreneurial experience has given me a unique perspective on market trends, client needs, and how to build a business from the ground up. It’s also deepened my understanding of long-term planning, investment strategy, and customer service.
As a Vice President, I bring a combination of operational leadership, cross-functional collaboration, and forward-thinking strategy to every role I take on. My strengths include organizational development, financial and risk oversight, process improvement, contract negotiation, and leading diverse teams toward shared goals. I’m driven by the opportunity to build, grow, and lead with purpose.
I’m excited about the future and the opportunity to continue making a positive impact—whether that’s by guiding large-scale government initiatives, mentoring emerging leaders, or helping clients make informed, strategic decisions. My approach is always people-first, with a strong commitment to excellence and meaningful progress.
I would like to take this opportunity to introduce myself. I immigrated to the United States with my family when I was just five years old, and I’ve called Ohio home ever since. Growing up here shaped who I am—resilient, driven, and endlessly curious. I began my academic journey pursuing a career in medicine, attending college in Ohio. But along the way, I discovered a deep passion for understanding how financial markets operate—specifically how they’re influenced by the economy, global events, and political shifts.
That curiosity sparked a major shift in my path. I dove into the world of finance and began educating myself on market behavior, investment strategies, and the evolution of digital assets. Over the past seven years, I’ve built and operated a successful logistics company right here in Ohio. Running a business gave me a hands-on understanding of economics from a different angle—one that fueled my interest even further.
For the last five years, I’ve been actively investing in the stock market, exploring cryptocurrencies, building and operating mining rigs. These experiences have given me a well-rounded view of both traditional and emerging markets, and I’m always looking ahead for the next opportunity.
Finance isn’t just a profession for me—it’s a passion. I'm committed to growth, lifelong learning, and building a strong foundation not only for myself, but for those I invest with and support along the way.
It means a lot that you took the time to learn about me. I’m genuinely looking forward to getting to know you and your family and discovering how we can collaborate to build a strong financial future for you and your loved ones.
As a Financial Advisor with a strong foundation in both Information Technology and finance, I bring a unique blend of technical expertise and financial acumen to my clients. Over the past several years, I have honed my skills in business management, specializing in Education Planning and Business Owner Financial Planning. My journey in the financial industry began through my hands-on involvement in managing my family’s business, where I assisted my father with the day-to-day operations, focusing on accounting, business logistics, and office management. During this time, I gained invaluable experience in accounting and invoicing, managing financial records, and ensuring smooth operational processes.
In addition to my practical experience, I have built a deep understanding of the complexities involved in business ownership and the financial strategies needed to grow, protect, and transition wealth. I specialize in working with business owners to develop comprehensive financial plans that integrate both their personal and business financial goals. Additionally, I work closely with families to navigate the rising costs of education, creating strategic plans that allow them to efficiently save and invest for future academic needs.
With over six years of experience in business management, I have developed a keen ability to analyze financial statements, implement strategic business practices, and streamline office operations. My ability to blend finance with technology allows me to offer clients innovative solutions tailored to their specific financial needs, always with a focus on delivering personalized, results-driven guidance. I am dedicated to helping my clients achieve their financial goals, manage risks, and secure a successful future for their families and businesses.
As Financial Analyst and Director of Client Relations at Wealth Financial Group, I bring a unique combination of financial expertise, operational insight, and a client-first mindset shaped by both professional and personal experience. My background in business management and client relations, developed over years in the automotive industry, has given me a deep understanding of how to build meaningful, trust-based relationships—an essential component of effective financial guidance.
My passion for finance was truly cultivated through my leadership role in the accounting department of my family’s business. Overseeing financial operations allowed me to develop strong technical skills in budgeting, cash flow management, financial analysis, and long-term planning. This hands-on experience gave me a foundational understanding of real-world financial decision-making and sparked a commitment to helping others achieve clarity and confidence in their own financial lives.
Born and raised in Virginia, I carry with me strong family values that shape the way I approach both life and work. As a husband and father of two, I understand the deep sense of responsibility that comes with planning for a family’s future. That perspective drives my approach to client relations—ensuring that every strategy we develop reflects not only financial goals, but also the values and aspirations behind them.
At Wealth Financial Group, I focus on delivering strategic, data-driven financial solutions while maintaining a highly personalized client experience. I believe that great financial planning is built on both precision and empathy, and I take pride in helping clients make informed decisions that support lasting success—for themselves and for the generations to come.
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