Harvey Investment Management, Inc.
Brad Harvey serves his clients by implementing wealth preservation and management strategies to help them maintain their lifestyle in retirement.
Brad’s primary goal is to help clients feel secure and confident about their financial future. He takes a personalized approach to planning and treats each client as an individual. As a result, he delivers customized plans and portfolios to his clients that are reflections of their goals, aspirations and values.
Brad believes that financial planning is not an event, but an ongoing process, requiring monitoring and revision to help ensure that clients stay on track. Whether the outcome is education funding, charitable giving, deriving income during retirement, or preserving and passing a legacy to the next generation, Brad has a defined, comprehensive process to help clients achieve their goals.
Brad is particularly empathetic to the challenges faced by women in transition and he helps them increase their financial literacy, enabling them to gain confidence they need to manage their financial affairs.
For more than 20 years, Brad has helped affluent clients with financial planning, wealth management, retirement plans, and developed solutions for individuals and their closely-held businesses. He holds the Certified Financial Planner™ (CFP®) designation, which demonstrates his ability to develop specific strategies to help minimize taxes, protect assets, maximize growth and transfer wealth. He has also earned the Certified Investment Management Analyst® (CIMA®) designation, which recognizes him as a sophisticated investment consultant and wealth management advisor. In addition, Brad was included among the Best Advisory Practices in Colorado by the National Association of Board Certified Advisory Practices (NABCAP) in 2011 and 2012. He earned his undergraduate degree in Business from the University of Colorado at Colorado Springs, as well as his Juris Doctorate degree from the University of Kansas School of Law.
Brad enjoys golfing, traveling, watching movies, sports and many other activities with his friends and family. As a fourth-generation Kansas Jayhawk, he is a committed fan of college basketball and served for more than 10 years on the Advisory Board for the KU Alumni Association for Southern Colorado.
Over the years, he has been a volunteer and committee Chairman for the Boy Scouts of America. In a joint venture with the Rotary Club of East Colorado Springs, his committee developed a flag project that continues to raise more than $6,000 annually for the boy scout troop and the Rotary Club.
Brad has continually volunteered his time throughout Colorado Springs for various initiatives, including serving on his neighborhood’s HOA Board. He has most recently accepted an invitation to join the Colorado Thirty Group, a non-profit organization dedicated to fostering cooperation between civilians, the government and the armed forces.
Brad’s responsibilities as President and CEO of Harvey Investment Management, Inc. include individual and corporate retirement planning strategies, asset management, lending liability management and developing wealth management strategies.
H2 Investment Management is a partnership between HIM and Hutchins Asset Management. It was created to leverage the broad skillset of both Brad Harvey and Stuart Hutchins. Together, they offer multi-family office services primarily for the Denver metro area.
Stuart has worked with and advised financial advisors for many years. He enjoyed taking complex products, ideas and strategies and explaining them to the advisors. Now, with the development of technology and recent changes to the industry, there is an unprecedented opportunity for investors.
Stuart is excited to be joining Resolute Independent Advisors as a Senior Wealth Strategist. Under this structure and through a partnership with Brad Harvey he will be assisting investors in all areas of wealth management.
As a financial professional, Stuart has held various positions with multiple firms including: Manager and Financial Advisor with Merrill Lynch; Wholesaler, Divisional Manager and National Sales Manager for both mutual funds and insurance products.
He earned a double major in Economics and Government from Bowdoin College, and has earned the Series 7, 24, 63, and 65 Licenses. Stuart also holds both Life/Health, Variable Contracts and Long-Term Care Licenses. In addition, he holds the Certified Retirement Counselor (CRC®) designation.
Stuart resides in Centennial, Colorado with his wife Susan, and they have 3 children: Cameron (an Underwater Archeologist and earning his Master Degree at the University of Colorado), Zachary (who graduated from the University of Colorado and is currently a Fire/Paramedic with the South Metro Fire Department), and Jessica (in her Senior Year at the University of Colorado studying mechanical Engineering).
Stuart is also an owner of Kenetrek Boots and in his spare time enjoys fly fishing, golfing, reading and volunteering.
Greg has twenty years of financial industry experience, and has worked in both the institutional and private client markets. He has also represented mutual fund companies as both a Regional Vice President and Senior Vice President. For the past four years, he has been serving individual clients as a financial advisor.
Greg is excited to be part of Harvey Investment Management, Inc. as a Wealth Consultant. He creates individualized financial plans for clients that help build and maintain their wealth based upon their defined financial goals.
He is a Colorado Springs native and attended Mitchell High School and the University of Colorado. He is married to his high school sweetheart, Debbie, and has three children and four grandchildren. Greg officiated college football and basketball and currently is the Coordinator of Football Officials for the Mountain West Conference.
He is also a member of the Colorado Springs Sports Hall of Fame and the Mitchell High School Hall of Inspiration.
Cindy Austin is a professional with more than 31 years of experience in the securities industry. During her career, she has served as a receptionist, wire operator, operations manager and division manager’s assistant. Her strong and diverse background enables her to provide a seasoned perspective and effective client service.
Cindy is outgoing and quick to solve problems, answer questions, provide solutions and proactively communicate important information to clients. Her commitment to providing excellent service, paired with her strong understanding of client needs, results in a memorable client experience marked by thoroughness and personalization.
Cindy has a variety of interests, including hiking, boating, baking, cooking, sewing and reading. However, her first priority is her family. She comes from a family of 12 children, and currently has 45 nieces and nephews. Despite the challenges in number and distance, they remain close-knit, and she is proud that the family annually vacations to Sequoia National Park, renting 35 cabins and participating in family dinners each night.
Rob Forest has more than 17 years of financial services industry experience. He is responsible for processing account paperwork, monitoring financial transactions and providing clients with an excellent service experience. He earned his undergraduate degree from Fort Lewis College and holds the Series 7, 63 and 66 licenses.
Rob enjoys spending time with his daughter and a variety of outdoor activities, particularly four-wheeling.
For more than 20 years, Michele has focused on communicating consumer protection information to the public.
Michele graduated from Minnesota State University, Mankato with a Bachelor of Science degree in Sociology, then received her Juris Doctorate degree from Mitchell Hamline School of Law in Saint Paul, Minnesota.
After law school, she began working at the Best Buy corporate offices in various roles, including Marketing Compliance Manager, Director of Privacy, and Director of Privacy, Litigation and Compliance.
The common theme throughout her roles at Best Buy was creating and communicating (both internally and externally) the company strategy and guidelines relating to consumer protection – either from a marketing or data privacy perspective.
During her tenure at Best Buy, Michele also created and taught Minnesota’s first Privacy Law class, as well as two Business Law classes, as an adjunct professor.
After moving back to Colorado, Michele continued her focus on communicating and protecting consumers with DeMaree Consulting, Inc., where she served as an outsourced Consumer Privacy Officer. At Guarding Your Life, LLC, she was a researcher and blogger dedicated to educating consumers on how they could better protect their assets, personal information and health.
In her current role as Director of Communications for Harvey Investment Management, Michele leads the overall marketing, branding and communications strategy to ensure that it is aligned with the practice’s business strategy and growth objectives.
Kerry has spent the past 17 years with large financial services firms in a variety of roles with increasing levels of responsibility. Most recently, she was responsible for the oversight of the profitability, human resources and client service functions of 15 branches with more than 450 employees across three states.
The variety of roles Kerry has filled provides her with the background needed to fill her role as Director of Operations with Resolute Independent Advisors. Together with Todd and Brad, she helps ensure the smooth operation of the office, with the goal of making it a great place for employees and clients alike. Kerry also coordinates the group’s philanthropic endeavors to help make an impact on the Colorado Springs community.
Having grown up on the East coast, Kerry attended Lehigh University in Bethlehem, PA, where she received her Bachelor of Science degree with a focus in Finance and Marketing. It was here that she met her husband, Spencer. Their mutual love of the mountains and the outdoors in general drew them to Colorado. They are both passionate about mountain biking and snowboarding, and also spend time hiking, running and road biking. Kerry and Spencer share their home with their two Viszlas, Spokes and Hermosa.