President of Financial Management, Inc ®., Harold has specialized in strategic financial planning for over 28 years, advising individual and corporate clients about their financial goals. He has concentrated in financial planning, asset allocation and portfolio management, retirement planning, estate planning, risk management design and analysis. He emphasizes personalized service and enjoys helping clients make informed decisions based on proven academic research.
Harold entered the financial services industry in 1982. Prior to 1982, he was a manager and marketing specialist with a Fortune 100 company. Harold joined FMI in 1986. Previously, he was vice president of a regional financial services firm, and from 1986 to 1993 was a managing executive for one of the nation’s largest financial services firms.
He has past associations with four Broker Dealers– Equity Capital Corporation (1993-1995), Royal Alliance Associates (1989-1993), HFG Investment Group, LLC (2002-2003) and The Leaders Group, Inc. (1997-2002; 2003-2004). Harold is a member of the board of directors of Earth Science Laboratories, Inc., a privately-held company located in Bella Vista, Arkansas (1992-present). He was a manager and investment advisor for an affiliated registered investment advisory firm, Pinnacle Asset Management, LLC (2000-2005). Harold was formerly president of Financial Planning Resources, Inc. (1982-2001) who merged with Financial Management, Inc.® in 2001. He is a Registered Financial Consultant. Harold is an Accredited Investment Fiduciary Analyst ® in association with the Center for Fiduciary Studies in Pittsburgh, PA. In addition, he is a member of the Financial Planning Association, the International Association of Registered Financial Consultants and the Investment Management Consultants Association. Harold attended the University of Southern Mississippi, Millsaps College, and Mississippi College.