1 minute read

organization MEMBER spotlight: WORKING TOWARD A VISION

Harrison Financial Services Guides Clients To Success

BY GABBY HELLBUSCH

Tim Harrison, owner/founder of Harrison Financial Services, has always had a knack for planning and a passion for helping others, which prompted him to pursue a career in finance early on. In fact, he began his profession as an intern with Northwestern Mutual while working toward his accounting degree. Upon graduating, he founded his business, now serving business owners and senior decision makers across Omaha.

“We have a stacked team of advanced expertise with over 30 advanced degrees and designations including CFA, CFP, CPWA, and CIMA,” Harrison said.

According to Harrison, it’s the team’s closeness to clients and their families that has led the business to success. While HFS has a boutique-firm feel, it is also part of an exclusive group of Northwestern Mutual’s national Private Client Group member firms. Harrison said this combination has served the business well for almost 30 years.

“We are now serving over 30% of our families multigenerationally and doing multi-family office level planning with over 100 HNW families,” Harrison said.

Harrison, who joined EO over 20 years ago and was in the second forum as one of the founding members of EO Nebraska, said the organization has been transformational in his growth.

“EO has helped make me a better business owner because

This article is from: