Bill Harris, CFP®
Co-Founder and CEO
WHAT’S THE BEST THING ABOUT YOUR JOB?
Well, there are two things. First, Mark and I decided early on that we only want to work with people we enjoy being around. There is a positive energy that matriculates throughout our office when you walk through the door. Second, we’re building a future here – for our clients, our team members, and the portfolio companies we invest in. Doing that means continually challenging ourselves every day to learn from each other as we build a brighter future.
HOW WOULD YOUR FRIENDS SUM YOU UP IN 3 WORDS?
Loyal, Driven, Genuine
WHAT DO YOU DO IN YOUR SPARE TIME?
I spend most of my spare time with my family at the baseball fields and basketball courts. I also enjoy playing golf, time at the lake, and following pro baseball.
FAVORITE QUOTE:
“For I know the plans I have for you,” declares the LORD, “plans to prosper you and not to harm you, plans to give you hope and a future.” Jeremiah 29:11