Chad Harmon

Chad Harmon

Finacial Advisor

Phone: 303-690-5070
Fax: 303-699-8945
E-mail:

Chad has helped clients build and preserve their wealth since 2004. Chad holds a B.A. of Finance degree with an emphasis in accounting and entrepreneurial finance from the University of Colorado, Boulder. Prior to joining the team at A & I Financial Services, Chad began his career in personal banking/financial planning at Wells Fargo Bank, where he was promoted into the business banking division. In 2006, he began building his own financial planning practice at AXA Advisors. Chad takes a comprehensive approach to wealth management. He specializes in insurance and retirement income planning. Chad holds FINRA licenses 7 and 66, as well as Life, Accident and Health licenses. He is also long term care certified.


Chad loves spending time with his wife, Melissa, son Max, and dog Parker. He loves to get outdoors and enjoy all of the fine things Colorado has to offer.