Harper joined our team in July of 2019. As a Client Services Associate, Harper’s role includes assisting with the implementation of financial plans, account opening and maintenance, money movements, and preparing portfolio reports for client meetings.
Born and raised in Starkville, MS, Harper is a graduate of Mississippi State University with a Bachelor of Science in Business Administration with a concentration in finance and real estate.
Outside of work, Harper enjoys learning about personal finance, spending time in the outdoors, playing golf, and being in the company of his friends and family.
He is proud to have funded his Roth IRA since the age of 21.