Chad Harmon has helped clients build and preserve their wealth since 2004. Chad holds a B.A. of Finance degree from the University of Colorado, Boulder. Chad began his career in personal banking and financial planning at Wells Fargo Bank. In 2006, he began building his financial planning practice at AXA Advisors.
Four years later, he joined the team at A&I Financial Services to expand the scope of services he could provide his clients. He helps a small number of successful families and individuals turn a lifetime of hard work into a sustainable lifestyle and ongoing legacy. In a world of data and numbers, Chad strives to be the friendly face that provides a breath of fresh air and with it, the clarity and confidence that is necessary to embark on the next chapter of your journey.
Chad has been featured in 5280 Magazine and the Colorado Business and in 2015, the Wall Street Journal highlighted him as one of the “Wealth Managers You Need To Know”. Chad holds FINRA Series 7 and 66, as well as Life, Accident and Health licenses.
When not working, Chad loves spending time with his wife, Melissa, and three sons, Max, Carter, and Charlie. He also enjoys the Colorado outdoors doing such things as golf, fly fishing, biking, and coaching youth sports.
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A&I Financial Services LLC, registered investment advisor.