Dean is the founder and managing director of Harman Wealth Management. He has over 17 years of experience working with individuals and families with planning and investment management. Additionally, Dean maintains active leadership in succession planning for business owners and entreprenuers.
Dean has been cited in numerous publications for his insightful perspective on various financial matters, including The Wall Street Journal, the New York Times, Newsweek, Kiplinger’s, Smart Money, CBS Market Watch, Men’s Health, Yahoo Finance, Google Financial News, Retire Smart, The Journal of Financial Planning, Investment News, and Investment Advisor Magazine
Dean holds a degree in business from Clemson University, and is a holder of the Certified Financial Planner® designation.
For 2012, Mr. Harman was elected to the Board of Directors of the Financial Services Institute. Additionally, he serves on the advisory board for the College of Business and Behavioral Science at Clemson University.
As a Client Advisor, Sam specializes in growing and protecting wealth for retirees, accomplished professionals, and business leaders. His extensive experience in financial planning enables him to partner with clients on an array of planning needs, including life insurance, retirement and distribution strategies, as well as wealth preservation investing.
As Director of Planning and Operations, Sam leads private client planning activities and operational services within Harman Wealth Management.
Sam is a graduate of The University of Texas at Austin.