451 Dunham Road
With over 100 years of combined experience, our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Though our background and roles may differ, we operate under a common framework, persue the same mission, and are united in our focus to serve each other and our clients with excellence.
CERTIFIED FINANCIAL PLANNER™ Professional, Certified Kingdom Advisor™
With a successful professional background in banking, Ron brought the foundation of a 15-year career in finance into his calling as a financial advisor.
Jim excels at helping people identify financial goals, guiding them to establish and maintain investment strategies for retirement, college, and estate planning. He began his career in 1987 as a financial consultant in the banking...
CERTIFIED FINANCIAL PLANNER™ Professional
Tori has been in the financial services industry for over 30 years, providing a high level of account service, investment knowledge, and portfolio analysis to our clients. Tori majored in finance at Indiana University and began her...
Director of Client Service
Betsy has been with the Harczak Team since 1998. She has extensive experience in office and product management, computer software development and implementation as well as client relations and training.
Client Service Specialist
Cathy’s client involvement includes answering the phone, greeting clients, confirming appointments, keeping our computer files up to date and accurate and a long list of other tasks. One of the constants of her job is that it is...