Harold has his Series 6, 63, 65, and 7 registrations and has begun studying for the CFP® certification. He is an integral part of the Flex Financial Planning team as a Financial Advisor. He joined the company in the autumn of 2020 after leaving the Private Client Platform at J.P. Morgan Chase. Harold received his Bachelor of Arts in communication and business from the University at Albany State University of New York in 2016.
While Harold’s primary roles include conducting client investment review meetings, portfolio analyses, income planning, and supporting Rachel Lauber, CFP® with our many clients, he also is building his own book of business within the Flex Financial Planning fold. His strong attention to detail and meticulous approach make him an ideal partner for clients looking to organize their financial lives.
Harold enjoys in-depth conversations, goal discovery, and working to cultivate rewarding experiences with our clients. He lives with his wife, Taylor, in Schenectady County. In his downtime, he enjoys skiing, cooking, kayaking, watching sports (Go Bills!), and spending time with his family, friends, and dog Wally.