Harvey Investment Management, Inc. (HIM)

is a multifaceted team of talented, client-focused financial professionals, most of whom have worked together for many years. Our team is proud to be bound by the fiduciary standard (meaning that we have an obligation to act in our clients’ best interest and provide impartial financial advice). Each member of our team enjoys becoming an integral part of our clients’ lives and working with them to help achieve their financial goals.

Brad Harvey, JD, CFP®, CIMA®

Brad leads the team as President and CEO of HIM and directs the investment strategy for his affluent clients as he has done for over 20 years. He has a sophisticated, proprietary process to help clients achieve their financial goals and is responsible for the overall management of assets.

Greg Burks, Wealth Consultant

Greg has over 20 years of experience in the financial industry and has worked in both institutional and private client markets. With his background in college officiating, he enjoys helping individuals in sports management with their financial affairs.

Stuart Hutchins, CRC®, Senior Wealth Strategist

Stuart has over 30 years of financial industry experience and helps investors in all areas of wealth management. His skillset is particularly valuable for our clients who need assistance with insurance and Long-Term Care. Stuart is also responsible for business development and managing client relationships.

Jack York, Senior Associate

Jack is an invaluable asset to the team, bringing over 30 years of financial experience to the discussion. He also manages his own practice of York Asset Management, Inc.

Cindy Austin, Director of Client Relations

Cindy is an integral part of the HIM team, ensuring that we live up to our promise of putting our clients first. She has over 30 years of diverse financial and securities industry experience and is the backbone of our client relationships.

Kerry Chambers, Director of Operations

Kerry has been in the financial industry for over 15 years and was most recently responsible for the oversight of more than 450 employees throughout multiple states. She ensures the smooth operation of the office and coordinates with our strategic partners.

Michele DeMaree, JD, Director of Communications

Michele is responsible for the marketing, branding and communications strategy. Her goal is to make certain that all communications are aligned with our business strategies and growth objectives.

Rob Forest, Senior Registered Client Associate

Rob has more than 15 years of financial service experience and works closely with our clients to ensure that they receive quality account servicing from paperwork to day-to-day financial transactions. In addition, he holds several securities licenses providing him with advanced knowledge to support our clients’ needs.

Our team is here to serve our clients. Do you think that we might be a good fit for your personal financial strategy and goals? To find out more about how we can help preserve and grow your wealth, please contact us at 719.960.0968 or HIM@RIAGroups.com.

You can also review our Service Offerings and Client Brochure for further information.

H2 Investment Management

For those who would prefer to work with a team that provides customized multi-family office services, Brad and Stuart have created H2 Investment Management.

These services include:

  • Asset acquisition
  • Access to private banking and private trust services
  • Document management and recordkeeping services
  • Expense management
  • Financial education
  • Family governance
  • Family support services
  • Investment management, monitoring and reporting
  • Multi-generational wealth planning and education
  • Private foundation consulting
  • Philanthropic planning
  • Risk management

To find out more about how we can help you with your family office needs,
please contact Stuart at 719.960.0975 or 303.947.1283 or email Stuart.Hutchins@RIAGroups.com