Senior Wealth Management Advisor
Harve has extensive experience working in a fiduciary capacity providing financial consulting and advisory services to corporations, their owners/executives and their families. Harve has worked in the Seattle / Bellevue market for over 25 years. He works closely with the client’s accountants and attorneys to implement their financial plans. Throughout his career he has focused on the client experience, placing their needs and interests first.
Harve is not only responsible for client service excellence; he also provides leadership and business development to the firm. Managing wealth responsibly, growing and maintaining it tax-efficiently, has given his clients the freedom to pass it on to the next generation, or to complete their philanthropic goals. Throughout his career Harve has focused on bringing a well-rounded financial expertise to his clients covering risk control and liquidity; lending and business services; cash and asset management; and comprehensive wealth, trust and estate planning. His value in these trusted relationships is as an Advisor, Advocate and Strategist.
Harve is active on a number of local and national charitable and civic organizations. He also serves on the boards of director of several independently held commercial businesses, providing fiduciary oversight to the ownership families and their executives.
Harve graduated Summa Cum Laude from Washington State University, earning a degree in Economics and Math. He received his Master’s degree from Northwestern University in Evanston, Illinois. Harve grew up in Tacoma, Washington, and currently resides in Bellevue with his wife and daughter.