With 50 years of experience in the financial services industry, Harold is a Chartered Life Underwriter® (CLU®) and a Chartered Financial Consultant® (ChFC®) and has met extensive educational, experience, and ethical requirements. He specializes in financial and estate planning for individuals and small businesses. He is one of the founders of MultiPlan Financial Services and, in recent years, has taken on a lesser active role as a semi-retired financial consultant. Outside of the office, Harold serves on the Board of Directors for Legacies of War and enjoys traveling and fly fishing.