CERTIFIED FINANCIAL PLANNER® certification

BIOGRAPHY

Harley is a CERTIFIED FINANCIAL PLANNER® professional and believes financial planning is about more than numbers; it’s about helping people gain confidence and clarity so they can make informed decisions about their future. Harley works with individuals and families to develop personalized financial strategies that align with their goals and values. She enjoys building lasting relationships with clients and believes the most valuable financial advice starts with education, thoughtful conversations, and a genuine understanding of what matters most to each person.

Before her role as a financial advisor, Harley worked as a Senior Financial Planning Strategist at Pure Financial, collaborating closely with advisors and clients to develop comprehensive financial plans to meet each client’s ever-changing needs. Before entering the financial planning profession, she had a decade-long career in pharmacy, where she developed a strong commitment to serving others with care, empathy, and attention to detail. Those experiences continue to shape her approach to clients today.

Outside the office, Harley enjoys spending time at the beach, whether it’s a beach day with her husband, paddleboarding on the Emerald Coast, or running with her dog on the dog beach. She loves spending time creating new traditions with family and friends, and is always open to a good read.