Harrison A. Vermie, CFP®

Harrison Vermie is a CFP® professional who specializes in comprehensive financial planning for individuals, families, and small businesses. As an independent advisor, his goal is to provide thoughtful wealth management, strategic planning, and financial education so clients can feel confident and informed about their financial future.

With nearly 10 years of experience in the financial services industry, Harrison is passionate about building relationships with clients from all backgrounds and helping them develop personalized strategies to achieve their goals. His planning philosophy centers on reducing financial stress while helping clients build a secure future and enjoy the present. Harrison holds Series 7, 24, 66, and Life, Health, and Annuities Insurance licenses.

Harrison believes that effective financial planning begins with listening. By understanding each client’s goals, priorities, and concerns, he develops customized financial plans designed to provide clarity and confidence in an often complex financial world. He is committed to ongoing professional growth and staying informed on financial planning strategies to better serve his clients.

Harrison grew up in small town Iowa and graduated from the University of Iowa with a Bachelor of Business Administration in Finance and a Certificate in Risk Management and Insurance.

Harrison lives in Omaha with his wife and values quality time with family and friends. Outside the office, you will find him participating in that season’s outdoor activity. He enjoys running, golfing, hunting, snowboarding, scuba diving, and playing cribbage and various card games. Harrison has run the Chicago marathon twice while fundraising for pediatric cancer research. His next adventure will be obtaining his private pilot license.

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