Harmony Vaga

Harmony delivers exceptional service to our clients by efficiently managing all administrative activities related to investment accounts. Her responsibilities include processing money movement requests, contributions and distributions, as well as executing trades as directed by Chris. Harmony is committed to providing timely and accurate responses to both client and advisor requests, facilitating account transfers and rollovers, and ensuring the seamless setup and maintenance of client accounts.

Outside of work, Harmony loves Jesus and spending time with her two teenage boys when they let her. She’s also an avid fan of football (Go Ravens!), and all things fashion and beauty