Our Team
Since childhood Chase has always been interested in personal finance and the power of compounding investments. This interest has guided Chase to a career in personal finance and investment management. Chase is extremely excited to have joined Janney Montgomery Scott in March 2022. Janney has the vision and resources for his clients to thrive. Prior to joining Janney, Chase began working with his father at Raymond James in 2012. During that time, Chase assisted in significantly growing the group’s financial planning and investment management practice. Chase is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 7, 66, and Life/Health/Annuity Insurance Licenses.
Chase graduated from Ohio State University. He and his wife, Rochelle, enjoy spending time with their two young boys Everett (10) and Conrad (7), travelling and cooking. They reside in Fort Thomas Kentucky.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Spencer provides critical support to our clients by managing the client service activities for The Harkness Group. Spencer is dedicated to building and strengthening our client relationships and providing responsive, personal service to each individual we serve.
Prior to joining The Harkness Group in 2018, Spencer taught college courses while earning a Master of Arts in Cinema Studies at San Francisco State University. Spencer also holds a Bachelor of Science in Business Administration from The Ohio State University.
Spencer lives in Fort Thomas, Kentucky and loves spending time with his two nephews Everett and Conrad. In his free time, Spencer also enjoys watching cinema, traveling, and taking advantage of the cultural activities the Cincinnati metro has to offer.
The Harkness Group wouldn't be who we are today with out the guidance of our father, Jim Harkness. We are able to continue on his legacy as a Financial Advisor by serving our clients. Learn more about Jim below.
James (Jim) Harkness started his career in the financial services business in 1979. Through his hard work and dedication, he touched the lives of many clients and many of those relationships continue to this day. Jim retired in March 2019 but still contributes with his wisdom, perspective and guidance. These days, he spends most of his time golfing and traveling with his wife Bonnie. We can’t thank our father, Jim, enough for all that he has done for us and our clients.
Family is at the center of what we do. Our team started in the family, and our continued focus is to help you and yours. We get the privilege to learn about your goals and values - we want to share some of ours.
