Joe Harl

As a Financial Advisor, my top priority is to assist you in achieving your personal financial success, regardless of your current financial status. Over the course of my career, I have developed meaningful relationships with my clients, which have helped me gain a greater understanding of how unexpected life events can impact individuals and their families. My passion lies in helping those who may be facing furloughs, layoffs, or anyone seeking to proactively prepare for future uncertainties. And I am humbled to have been recognized as a 2023 Marquis Who’s Who recipient.

Growing up in Western Oklahoma, I was surrounded by the Oil & Gas industry, a field that shaped my career and my understanding of resilience, adaptability, and the power of preparation. After attending Southwestern State University, I spent over 20 years in the industry, advancing from a Wireline Engineer to LWD Engineer, Service Coordinator, and ultimately Operations Manager, where I led a team of over 300 engineers. Each role reinforced my belief in the importance of trust, strong leadership, and financial security. Through my years in Oil & Gas, I’ve seen firsthand how quickly circumstances can change. The volatility of the industry taught me that having a solid financial plan isn’t just important—it’s essential. That’s why I’m passionate about helping individuals and families create a financial strategy that gives them more stability, more options, and more confidence—no matter what’s ahead. For me, relationships matter most. Over the years, I’ve built meaningful connections with people navigating career transitions, layoffs, and financial uncertainty. Whether you’re just starting out, preparing for retirement, or somewhere in between, I’m committed to helping you take control of your financial future so you can focus on what matters most. In early 2020, my wife, Tyler, and I made the move to Denver, Colorado, and immediately knew we had found home. When I’m not working with clients to help them realize their financial potential, you can find me on the golf course, traveling, or exploring everything Colorado has to offer—from mountain getaways to local breweries. And of course, our Aussiedoodle, Bob, is always by our side, making every adventure even better. I’m honored to have the opportunity to help you create a plan that empowers you to do more, experience more, and be more.