Pat Schultz, CFP®, CIMA®
Wealth Advisor & CEO
After starting my career on the institutional side of finance, I realized I wanted something more personal—something where I could see the real impact of my work. I’ve always been drawn to helping people reach their goals, and wealth...
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Adrian Scurtu, CPA
Tax & Accounting Specialist
Adrian is a Partner and Tax Strategist with Manning Silverman, the CPA firm we work with directly for tax preparation and planning. Adrian and his team focus is on all aspects of accounting and taxation, with specialties in business...
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Dan Froning
Financial Planner
Shikha serves as a Wealth Advisor at Harriman Hall Wealth and also supports the broader firm as Director of Centralized Wealth & Planning at Concurrent Investment Advisors. In that role, she helps build scalable processes that improve...
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Angel Gonzalez
Associate Director, Central Operations
Angel holds a Bachelor's degree in Finance from Cal State LA and brings over nine years of experience in financial services. Most recently at Atria Wealth Solutions as a Managed Accounts Advisor Representative, she supported advisory...
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Caitlin Schultz
Client Service Associate
caitlin@harrimanhallwealth.com
Caitlin brings a thoughtful blend of education and marketing experience to her role at HarrimanHall Wealth. With a master’s in education and a background that includes serving as marketingdirector for a youth physical education company...
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Jake Feldman
Client Service Associate
Jake Feldman earned his degree in Finance from the University of Maryland and has built his career around helping clients and advisory teams stay organized, informed, and well-supported. He started in wealth management at Morgan...
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