Harris Lowe, CFP®
Harris Lowe is a Financial Advisor with over 25 years in the Financial Services industry. Harris has been a CERTIFIED FINANCIAL PLANNER™ since 2008 and uses his experience to focus on investment management, retirement planning, and business succession planning. Harris is passionate about the planning process and integrates a comprehensive approach with each of his […]
Joel Dean, CFP®
Joel Dean, CFP® is Partner, Senior Investment Advisor, & Director of Wealth Management for Capital Investment Advisors (CIA). As a CERTIFIED FINANCIAL PLANNER™, Joel helps clients ranging from young families to retirees create comprehensive plans encompassing their unique savings, investment, insurance, tax, and estate needs. His work as Partner and Director of Wealth Management shapes […]
