Dave, Nancy, and Kara have substantial tenures at Moneta Group with in-depth knowledge in all areas of financial planning. We have gained a great deal of experience through our years in the industry, and have developed a knowledgeable, dedicated advisory team who share a passion for doing only what is best for our clients.
Our motivation is to create a client base of ‘Raving Fans’ by providing an exceptional service experience and building close personal relationships. In order to continue providing this unparalleled level of service, we have a succession plan in place to ensure we see our client’s families through multiple generations. We empower one another on our team, allowing for personal and professional development in order to meet your family’s needs now, and for many years to come.
We limit our practice to those who can most benefit from our unique service and expertise. Unlike advisors with hundreds—even thousands — of clients, we have time to consider all the opportunities that exist for you. We approach our practice with enthusiasm for our clients, the work we do with them and the professional growth of our entire team.
Click HERE to view the Sadler Georgen Harmon Team brochure