The Harmony Financial Wellness Group

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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.

Mark Stephany

Wealth Management Consultant

Mark spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Mark works diligently to address clients’ unique situations.

Allison Small

Wealth Planning Associate

Allison's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Allison assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Tom Nagle

Trust Consultant

As a trust consultant, Tom specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Juliana Rodriguez

Associate Wealth Management Banker

In the wealth management banker role, Juliana acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Jerry Moran

Insurance and Annuity Consultant

As an insurance and annuity consultant, Jerry specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Welcome to Harmony Financial Wellness

Where smart women and successful families come to exhale.

You're Not Starting Over. You're Starting Fresh.

We're here for:

If you have ever thought:

"We're doing fine...but I'm not sure if we're doing it right."

You're in the right place.

The Fix -> Fine -> Flourish Framework

Fix

Fine

Flourish

This Isn't Cookie-Cutter Planning

At Harmony Financial Wellness, we:

We're here to listen, guide, and transform.