Lead Financial Planner
“Do you see a man who excels in his work? He will stand before kings; He will not stand before unknown men.” Proverbs 22:29 (NKJV).
For over twenty years, Harvey has served high-net-worth individuals and families as a trust & estates lawyer, senior wealth strategist, and senior financial planner. Prior to serving as a lead financial planner, Harvey practiced law with an emphasis in estate planning, estate and trust administration, business planning, and tax planning.
Harvey enjoys teaching and educating young professionals interested in the practices of law and financial planning. Harvey has held adjunct professor and instructor positions with several universities (i.e., University of Virginia, Emory University, Georgia State University, University of Mobile, and Thomas Jefferson School of Law). Harvey is a listed contributor to the following Money Education textbooks that prepare students to meet the educational requirements to sit for the Certified Financial Planner exam: Estate Planning (13th ed.), Income Tax Planning (15th ed.), Retirement Planning and Employee Benefits (18th ed.), and Investment Planning: Concepts and Strategies (3rd ed.).
- B.S.B.A. – Finance, Auburn University, 1990
- M.B.A. – Auburn University, 1991
- M.Acc. – University of South Alabama, 1993
- J.D. – Regent University School of Law, 1996
- LL.M. – Taxation, The University of Alabama School of Law, 2005
- Certified Financial Planner®, 2002
- Certified Trust and Financial Advisor, 2008
- Accredited Estate Planner, 2015
Harvey enjoys giving back to the professions that have helped shape his career. Harvey has served as a commissioner on the CFP Board’s Disciplinary and Ethics Commission in Washington, D.C. Similarly, Harvey has served on the board of directors for two estate planning councils (Birmingham and Huntsville), serving as president of the Financial & Estate Planning Council of Huntsville. Furthermore, Harvey serves on the board of directors for the National Association of Estate Planners & Councils (Vice-chair of the Accredited Estate Planner (AEP) Committee). Harvey was raised in Mobile and married his high school sweetheart, Lisha, with whom he has been blessed with two smart and beautiful adult daughters.