Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
A team approach adds perspective to all I do and provides increased benefits to my clients.
Meet the Team
Harold (Buddy) Hartmann CFP®CDFA®CPA®
Wealth Manager
With over 30 years of experience as a Certified Public Accountant (CPA®) and 17 years as a Certified Financial Planner™ (CFP®), Harold “Buddy” Hartmann delivers a rare combination of deep technical tax knowledge and holistic financial...
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