Leadership
Steering our excellence in tax, investment advisory, and planning.
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Executive Officers

Meet the expert leaders steering our innovative and client-focused approach.
John Harman CPA
Chief Executive Officer
Visionary tax and financial planner, founder of Harman CPAs, and seasoned world traveler.
Daniel Rogowski MBA
Chief Investment Officer
Texas-raised Harvard & Rice graduate, Eagle Scout, data scientist, and award-winning investment manager.
Donna Bokaie
Vice President Client Service
Bringing 25+ years of management expertise to lead client service