At the Hardee Investment Group our mission is to provide our clients with the highest quality service and the commensurate returns that will allow them to live the lifestyle they desire.

We know that you have worked hard to achieve your goals, and we are honored by the trust you place in us as your financial advisor. Please know that we are always available to assist you with any questions, discuss investment ideas, or perform a thorough portfolio review with you.

Please don't hesitate to contact any of us at any time. We would love to hear from you! 

Will Hardee, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Email |

Heather Hardee

Senior Financial Associate

Email |

Connie Diaz, APP

Registered Client Associate


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Management Consultant


Trust Consultant


Credit Consultant


Wealth Planning Consultant