Larry A. Harvey, ChFC

Founder & Chief Executive Officer

Larry Harvey is a financial advisor and planning consultant with over 30 years of experience providing comprehensive and wealth management strategies for high net worth and affluent individuals, families and small business owners. He is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative who helps a select group of accepted clientele make strategic and informed financial decisions that propel them to achieving their desired lifestyle and financial goals. Larry has been a recipient of the Five Star Wealth Manager Award from 2009 to 2017. This award is achieved by less than 3% of wealth managers in the Houston area.

Larry started his career in 1985 with Lutheran Brotherhood (now Thrivent) as an insurance agent and registered representative. He was promoted to management as an Associate General Agent and served as the Estate and Charitable Planning Specialist as well as the Investment Planning Specialist for the southeast region of the USA. In 1998, he founded Harvey Financial Group, an independent and fee-based financial planning and investment advisory firm. In 2008, he launched HFG Wealth Management, a fee-only firm dedicated to providing family-office services to select high net worth individuals, families and business owners nationwide.

Larry holds degrees in accounting and business management from the University of Tampa. He earned his ChFC designation from American College in Bryn Mawr, Pennsylvania. He is a member of the Financial Planning Association and the Society of Financial Service Professionals. Larry serves on the boards of various companies and is a sought-after advisor, lending his vast knowledge and years of experience to their firms.

Larry and his wife have been blessed with four sons and they reside in The Woodlands, Texas. Larry is led by faith and attends church at WoodsEdge Community Church. He enjoys being generous with the blessings he has been given. He genuinely shares his time with family and friends and enjoys being involved with his son’s athletic teams. Larry is also passionate about traveling to and exploring various locations around the world with family and friends.

Cameron Capriotti, CPA

Associate Wealth Advisor

Cameron Capriotti, CPA, serves as an Associate Wealth Advisor. He works to formulate and implement financial planning strategies, manage day-to-day client advisory needs and seeks to provide solid, professional advice on ways to reach a client’s financial goals. Cameron takes an active role in educating clients about their financial needs and delivers professional wealth management through sound advice and understanding.

Cameron believes it is truly important to provide clients with the highest form of customer service and has a true passion for financial planning and wealth management. Cameron enjoys building relationships with clients and working to ensure HFG clients feel secure in knowing their financial plans are complete, efficient and organized. He began his professional career with KPMG and holds a B.B.A in Accounting and Master’s of Science in Finance from Texas A&M University.

Outside of work, Cameron enjoys hunting, fishing, working out, A&M football, traveling and spending time with family and friends. A lifelong resident of the area, Cameron and his wife reside in The Woodlands and attend church at The Church Project.

Steve Brand

Financial Planning Specialist

Steve Brand is a Financial Planning Specialist at HFG Wealth Management. Steve brings over twenty-five years of experience in accounting, systems analysis, business development and project management expertise. Steve is involved in the financial planning and case design, scenario analytics and client service.

Prior to joining HFG Steve worked for fourteen years as a Business Analyst and Data Specialist at Aon Hewitt in The Woodlands where he was responsible for implementing enterprise wide conversions of defined contribution, benefit and health and welfare plans accurately. He began his career at Coastal Oil & Gas Corporation where he worked for ten years in accounting and system development.

Steve graduated with a B.A. from Sam Houston State. Steve and his wife reside in Willis with their son. Steve enjoys spending time with family, traveling, church involvement and staying physically active through various sports.

Kathy Coleman

Executive Assistant

As an Executive Assistant to Larry Harvey, Kathy manages the CEO’s calendar and the firm’s administrative functions. Kathy brings twenty-five years of legal, administration and financial experience to HFG.

Kathy began her career in the legal field where she worked as a legal assistant for more than fifteen years before entering the financial services industry. In 2000, she joined a financial advisory branch of American Express Financial Advisors in The Woodlands, TX. She later worked as a contract analyst for an energy trading group in The Woodlands. Prior to joining HFG, she worked as an Executive Assistant to the CEO of a security special firm dealing with high net worth individuals, families and companies, both domestic and international.

Kathy resides in The Woodlands with her husband, son and two dogs. She attends The Woodlands United Methodist Church and enjoys cooking, gardening and watching sports.

Kevin Bruce, CFA

Chief Investment Strategist

Kevin Bruce, CFA, serves as Chief Investment Strategist for HFG Wealth Management. Additionally, Kevin serves as Chief Compliance Officer for HFG and a member of the HFG Investment Committee. Kevin brings over sixteen years of investment analysis and consulting experience with expertise in investment management, due diligence and financial planning

Prior to joining HFG, Kevin served as Vice President of Bank of Texas Investments where he held a dual position responsible for wealth management and investment consulting to institutional investors. He began his career as a financial advisor in 2001 as a Financial Consultant with Washington Mutual Bank. Over the years he has held positions at Bank of America, Jackson National Life Insurance Company and LPL Financial, Inc., serving as an institutional investment analyst and consultant.

Kevin graduated with a B.A. from the University of Colorado at Boulder and currently holds the Chartered Financial Analyst (CFA) designation. Kevin and his wife reside in The Woodlands with their three children. Kevin enjoys spending time with family and is an accomplished triathlete and boxing coach.

Skyler Denny

Financial Planning Specialist

Skyler Denny is a Financial Planning Specialist for HFG Wealth Management. Skyler is responsible for creating and maintaining the Comprehensive Financial Plans for HFG clients and works closely with the advisory team to deliver fully integrated wealth management services for the clients. He holds a B.S. in Agricultural Economics from Texas A&M University and was past President and Vice President of the Financial Planning Student Association. Skyler currently volunteers with Junior Achievement of Texas and is a frequent speaker and volunteer for Texas A&M University Financial Planning students.

Skyler has a true passion for financial planning and enjoy working with clients, getting to know them and helping them meet and exceed their goals. Outside of work, Skyler enjoys working out, outdoor sports, A&M football, traveling and spending time with family and friends. A lifelong resident of the area, Skyler resides in The Woodlands.

Mel Weems

Client Business Advisor

As a Client Business Advisor, Mel offers experience, direction and guidance to the firm’s clients who have business ownership or interest with business planning and operational needs.

Prior to working with HFG, Mel served as a Partner and Vice President in the Global Business Services division of IBM. He has over 30 years of experience managing and delivering large-scale business improvement programs for major companies around the world. Mel was formerly a partner in the international accounting and consulting firm PricewaterhouseCoopers prior to joining IBM. While at PWC and IBM, Mel served a diverse range of clients in the manufacturing, consumer products and energy services industries.

Mel holds both a Bachelor’s Degree and Masters of Business Administration from Texas State University. He is a resident of The Woodlands, Texas. He has two daughters, one a 2010 honor graduate of the McCombs School of Business MPA program and the other a 2013 honor graduate also from the McCombs School at The University of Texas at Austin. When not working with our clients, Mel enjoys spending time on his ranch outside of Houston.

Lynn Williams

Client Services Associate

Lynn Williams serves as a Client Service Associate with HFG Wealth Management.  She has over ten years of experience as a Client Service Associate / Executive Assistant to Financial Advisors in The Woodlands and Conroe areas. Lynn has strong experience in financial procedures, policies and customer service.  As Client Service Associate, Lynn will continue to enhance the client experience by servicing clients and providing operational and administrative support to the team. Her knowledge of firm policy, procedures and technology enables her to interface with clients, anticipate their needs, resolve problems and follow through to provide exceptional service. She enjoys working with people and making sure the clients get the best and most expedient service possible.

Lynn graduated from Sam Houston State University with a B.S. in Psychology.  She also holds an associate’s degree in journalism.  She began in the newspaper industry serving as a reporter and editor of various Central Texas newspapers until moving to Houston and has been a resident of The Woodlands for 22 years. She is the proud mother of three and the grandmother of five grandsons. Aside from her family, genealogy, photography and reading are only some of her passions.

Chuck DeAses

Interim COO

As Interim COO, Chuck is responsible for assisting the firm’s executive team with strategic objectives and acts in an advisory capacity to the Founder and CEO. He also serves as an intermediary between the team leaders and management as the point person in exploring strategic partnerships and acquisitions.

Chuck is the founder of Veritas Business Consulting, Inc., a strategic planning and human resource consulting company with offices in Austin and Houston. Chuck is a board member of Bellatore Financial, President of Cuisines of Mexico and is co-owner of two regionally based company’s. Chuck is a member of the Society of Human Resource Management in Austin, The Greater Austin Chamber of Commerce and the Austin Chapter of RIMS. He has BS degrees in Psychology and Sociology from Austin Peay State University. He is married with one son and two step-daughters. Chuck and his wife reside in Cypress, Texas. He loves spending time with his family, running and cooking.

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Welcome to HFG Wealth Management. We are an independent, fee-only, comprehensive financial planning and wealth advisory firm headquartered in The Woodlands, Texas, serving clients nationwide.

Our team is comprised of professionals with experience ranging from six to thirty years in each of their respective disciplines. We invite you to click on each profile below to find out more about our team’s background and experience.

 

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Larry A. Harvey, ChFC
Founder and Chief Executive Officer

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Kevin Bruce, CFA
Chief Investment Strategist

Cameron Capriotti, CPA
Associate Wealth Advisor

Skyler Denny
Financial Planning Specialist

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Steve Brand
Financial Planning Specialist

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Lynn Williams
Client Services Associate

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Kathy Coleman
Executive Assistant

Chuck DeAses

Chuck DeAses
Interim COO

Mel Weems
Client Business Advisor

INVESTMENT
ADVICE

Asset Allocation
Investment Review Selection
Portfolio Management
Risk Analysis Management
Tax Impact Analysis
Asset Transition Analysis

Copyright © 2017. HFG Wealth Management, LLC. Investment advisory services offered through HFG Wealth Management, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice. [ more disclosures ]