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Our Team

Our team is made up of highly-qualified, trusted financial advisors. We will work alongside you as we effectively communicate each step in the process and remain transparent about our work and objectives.

Jack C. Harmon

Principal, Harmon Financial Advisors, Inc.
Registered Principal, Raymond James Financial Services

BA Economics, Georgia State University
Certified Financial PlannerTM
Certified Investment Management Consultant

Jack C. Harmon began his Financial Service career in 1974 as an independent financial advisor and financial planner.

Over the course of his career, Jack has served as a committed advocate of strong ethical principles in the financial industry. He has served as a Governor on the CFP® Board of Standards, chairman of the Boardʼs Ethics Commission as well as chairman of the Boardʼs Council on Examinations. In addition, he was the founding chairman of a 15-member task force formed to establish financial planning principles. These principles now represent the CFP Boardʼs Financial Planning Practice Standards.

Jackʼs passion for ethics and advocacy has made him a leading industry figure both in Georgia and nationally. As well as serving on the national Financial Planning Associationʼs board of directors, Jack was the founding president of the Georgia Society of the Institute of Certified Financial Planners and former president of the Financial Planning Association of Georgia. In the midst of state regulatory reform, the Georgia Secretary of State appointed Jack to serve as an advisor to the state legislature on proposed financial regulatory legislation. In 2004, the FPA of Georgia recognized Jackʼs unwavering efforts and accomplishments by awarding him the FPA Honors Award. The Georgia Chapter of the Financial Planning Association established the HONORS program to give recognition to individuals who have made a significant contribution to the Financial Planning profession.

Jack has appeared multiple times on Fox Business News and CNBC and is frequently quoted in financial publications and newspapers.

Bradley O. Harmon

Principal, Harmon Financial Advisors, Inc.
Registered Principal, Raymond James Financial Services

BA Accounting, Georgia State University
Certified Public Accountant
Personal Financial Specialist
Wealth Management Specialist

Brad, after beginning his career as a CPA, joined his dad to establish Harmon Financial Advisors in 1996. With more than 20 years of experience in the financial services industry, Brad offers a wealth of tax planning experience and accountancy training. As a stock option strategist and tax-planning specialist, Brad spends much of his time working one-on-one with clients in situations with significant tax consequences. Brad also works directly with each of our clientsʼ CPAs to ensure that our long-term strategies are working in concert with their current and future tax circumstances.

As branch manager, Brad oversees all of our firmʼs compliance procedures and is responsible for ensuring that our day-to-day operations meet federal, state and SRO requirements.

Raymond James does not offer tax advice. Please consult your tax advisor for questions regarding your tax situation.

Jack C. Harmon II

Principal, Harmon Financial Advisors, Inc.
Registered Principal, Raymond James Financial Services

BS Computer Sciences and Engineering Psychology, Georgia Institute of Technology
Certified Financial PlannerTM
Certified Investment Management Analyst

Jack C. Harmon II joined Harmon Financial Advisors in 1999 and is responsible for the firmʼs investment management operations. Prior to joining his father and brother, Jack had his own consulting firm and advised Fortune 500 companies including Coca-Cola, Sprint, Microsoft and Entergy as a strategic methodologist. Jack has served as both an investment management and retirement planning professional on the CFP® Boardʼs Council on Examinations and has helped with the development of the CFP® Certification Exam. Jack is former president and current chairman emeritus of the Financial Planning Association of Georgia. He has also served as a judge for the FPA Financial Frontiers Awards, presented annually for outstanding research papers in wealth management and financial planning.

Gina Bachism

Senior Client Relationship Manager, Harmon Financial Advisors, Inc.
Registered Principal, Raymond James Financial Services

BBA Business, University of Pittsburgh Wealth Management Specialist

Gina has over 20 years of experience in the financial services industry and has been with Harmon Financial Advisors since 1998. After graduating from the University of Pittsburgh, Gina moved to Baltimore and joined Alex Brown (now Deutsche Bank) as an operations liaison. In 1994, she was transferred to the firmʼs Atlanta office, where she served as a sales associate to the branch manager. She joined the Harmon Financial Advisors team four years later and has since become the firmʼs senior relationship manager. She is a registered principal and assists Brad with compliance oversight duties. Gina particularly enjoys studying financial issues affecting seniors as well as special needs trust administration.

Kimberly Lazenby-Harmon

Operations Manager, Harmon Financial Advisors, Inc.
Office Manager, Raymond James Financial Services

Kimberly joined the firm in 2010 following a successful career in business management and accounting. As Operations Manager, Kimberly's primary responsibilities include the development, implementation and oversight of the firmʼs processes and procedures. This includes the full utilization of our technology tools as well as maintenance of the client database and file room. In addition, she maintains the firmʼs books, records, client database and calendar. Since her arrival, her commitment to industry best practices as well as her organizational prowess have increased our firmʼs efficiency as well allowed us to increase our service offerings to our clients.

Ryan Pope

Financial Planner, Harmon Financial Advisor, Inc.
Registered Representative, Raymond James Financial Services

BBA Finance, University of Georgia
BSFCS Family Financial Planning, University of Georgia
Certified Financial PlannerTM

A 2009 graduate of the University of Georgia, Ryan spends most of his time working with Jack Sr. on projects related to financial planning and wealth management. He passed the CFP® Exam in 2010 and is now a CFP® Professional. Ryan is particularly interested in investment research, maximizing Social Security benefits, year-end tax planning, retirement income planning and education planning.

Michael Robinson

Client Relationship Manager, Harmon Financial Advisors, Inc. Registered Representative, Raymond James Financial Services

Wealth Management Specialist

Michael has over 20 years of experience in the financial services industry and has been with Harmon Financial Advisors since 2006. Michael began his career in 1991 at Prudential Securities while attending Georgia State University. He later joined UBS (formerly Paine Webber), where he earned his insurance license. He then moved to the Buckhead branch of Raymond James & Associates, finally arriving at Harmon Financial Advisors in 2006. Michael is particularly interested in insurance analysis and long-term care planning.

Kerron "Ron" Miles

Relationship Support Associate, Harmon Financial Advisors, Inc.

MBA\MS Personal Financial Planning, Georgia State University
MS Electrical and Computer Engineering, Georgia Institute of Technology

Kerron joined Harmon Financial in 2013 as an intern and came onboard full time after completing his degree requirements in 2014. His responsibilities include preparing portfolio rebalancing and investment recommendation reports and working with Ryan on special projects. He is currently pursuing the Certified Financial PlannerTM designation and is especially interested in portfolio optimization, retirement strategies and education planning.

Jessica Hernandez

Back Office Liaison, Harmon Financial Advisors, Inc.

BA, University of South Florida
MA, Georgia State University
Wealth Management Specialist

With an extensive background in customer service, impeccable attention to detail, and her recently-acquired Wealth Management Specialist certification, Jessica serves as the liaison between Harmon Financials’ advisory teams and the Raymond James back office. In this role, Jessica assists with opening client accounts, initiating and processing paperwork, and various day-to-day maintenance of client records and financial data. Additionally, Jessica plays an integral part in helping to coordinate various special projects ranging from marketing and event planning, to organizing opportunities for Harmon Financial team members to give back to the community.

In her spare time, Jessica enjoys running, hiking, studying fine art, and traveling with her husband - they were just married in Waterford, Ireland on June 15th, 2017.