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Educator
Speaker
Author
Consultant
"Every small step taken toward your financial goals is a leap toward your retirement success. I am here to help you make those steps." -Benjamin Harrison
In 1996, Benjamin Harrison established Harrison Financial Services, continuing his family's 45-year legacy of preserving client wealth. He prioritizes clients' interests, and rejects a "one-size-fits-all" approach. With his primary focus on attentive listening, he considers each clients' unique circumstances and goals. He then tailors personalized plans for each client.
As a trusted professional, Benjamin is dedicated to serving his clients with a passion for education, and a genuine desire to make a positive impact. He navigates the complex world of finance, providing meticulous attention to detail and an unwavering commitment to their financial well-being.
Benjamin has a bachelor's degree from North Carolina State University, but remains in constant pursuit of education. This ensures he remains well-versed in the latest financial trends and strategies.
For nearly two decades, Benjamin has shared his life with his lovely wife, Danielle. They love to go on adventures on their trusty boat, with their daughter, son, and loyal furry companion!
Danielle Harrison
Director of Operations
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Danielle Harrison
DIRECTOR OF OPERATIONS
Danielle has been an integral part of Harrison Financial Services since 2005. Her focus on detail keeps the daily operations running smoothly. She genuinely cares about the families we work with. In addition to her contribution to Harrison Financial Services, she is a devoted wife and mother of 2 young children. Danielle enjoys spending time with her family and sharing delicious home cooked meals.
James Jurica
CFP® CLU® CHFC® RICP®
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James Jurica
CFP® CLU® CHFC® RICP®
James has dedicated his entire career to the financial services industry. With a genuine passion for working with clients to achieve their long-term financial goals, his focus lies in investment management. James prioritizes risk management, ensuring that client portfolios minimize volatility while still attaining the necessary returns. As a Certified Financial Planner (CFP®), James stands among the top 10% of financial advisors, equipped with advanced training and education to deliver exceptional service and value. He has also attained the designations of Chartered Financial Consultant (CHFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®), providing him with comprehensive expertise in various areas of financial planning. James shares a fulfilling life with his wife, Abbey, and together, they cherish their one-year-old son and enjoy spending quality time at the lake.
Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Harrison Financial Services Inc. nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.
Lisa Martinez
Case design Advisor
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Lisa Martinez
CASE DESIGN ADVISOR
Lisa has been in the industry for over 18 years. As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.