Cole is both diligent and driven in his position as a Financial Planning Associate at S. Harris Financial Group. His finance background and ideas offer a fresh perspective as he assists our financial advisors in creating financial plans.
As a Financial Planning Associate at S. Harris Financial Group, Cole assists our team in preparing value-adding ideas and solutions for our clients. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He also holds Series 66 Securities License, and Insurance License.
Cole graduated from Texas A&M University with a degree in Finance, as well as completed coursework in Financial Planning. During his undergraduate career, Cole worked various jobs, gaining experience in customer service, compliance, investments, insurance, and various other areas that have prepared him for his role at S. Harris Financial Group.
At the end of the day, Cole’s main desire is to help our clients reach both their personal and financial goals. Cole was drawn to Financial Planning because of the unique personal relationship an advisor has with their clients. He seeks to use his knowledge and experience to better the life and well-being of the people he serves.
Cole and his wife, Annika, have transitioned to San Antonio. Annika earned a Finance degree at Texas A&M, as well, and moved to San Antonio after graduation. The two look forward to exploring the city together, making new friends, and discovering new hobbies.
During his spare time, Cole enjoys spending time outdoors, reading, and making a delicious meal. He loves to learn new skills and is always looking for ways to become a more knowledgeable, and well-rounded person. Cole looks forward to becoming a member of the San Antonio A&M Club and finding a new church home to serve at here in San Antonio.