Learn More About Dave And Kelly Harms

Dave & Kelly Harms | Financial Advisors

Learn the power of changing your financial future today with proven experts.

Years Of Experience

250+

Licensed Agents

1,300+

Families Helped

Years Of Experience

1,400+

Licensed Agents

15,000+

Families Helped

DAVE & KELLY HARMS

Welcome to the intersection of financial expertise and personalized guidance. We are Dave & Kelly Harms, licensed financial advisors, entrepreneurs, and parents to 2 amazing kids. Our mission is simple: to develop successful people in all areas of their lives. With a unique blend of professional insight and personal compassion, we are here to guide you through every step of your financial journey.

SERVICES

Our Key Areas of Expertise

Creating a Financial Needs Analysis

Find out exactly how to get out of debt, plan for retirement, and secure the future you deserve.

Helping Insure Families

We help make sure that you and your family are fully insured to secure the life that your family desires and create generational wealth.

Consulting to Craft a Strategy

Navigate the complexities of the market with a customized investment strategy.

Your Dedicated Experts

DAVE HARMS

FINANCIAL ADVISOR

Dave started his journey as an airplane mechanic in the US Air Force. Shortly after his tour was done, he was introduced to a financial services company and became passionate about helping others become debt free & financially independent. After 27 years in business he has opened 32 offices across the US & has over 250 Million in Assets under Management.

KELLY HARMS

FINANCIAL ADVISOR

Kelly started out as a nutritionist and always had a knack for helping people achieve their goals. Although Kelly is fully licensed, her strengths include recruiting & team building. She and Dave have been working together for 27 years.

TESTIMONIALS

What Our Clients Say About Us?

My husband and I started working part-time with Dave and Kelly 5 years ago just to make some extra money. Since then we have replaced both of our incomes and now work as financial advisors with this incredible company.