Marc Henn in

Marc Henn

Activist · DISC type Cd
CEO & Founder at Harvest Financial Advisors, LLC
📍 Cincinnati, Ohio, United States

Marc Henn is the CEO and Founder of Harvest Financial Advisors and a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience. A Purdue University graduate, he provides comprehensive financial advising as a fiduciary, helping clients retire early, enhance cash flow, and minimize taxes through strategic planning.

Outside of work, Marc is passionate about educating others on financial literacy and speaks to groups of all ages. He is actively involved in his church and enjoys spending time with his wife and five daughters. He is also a member of the American Numismatic Association, indicating an interest in coin collecting.

Interesting fact: Marc initially intended to become an aerospace engineer before a high school personal finance course ignited his true passion and completely redirected his career path.

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Experience
17 Years
Current Role
CEO & Founder
Job Level
Leadership
Location
Cincinnati, Ohio, United States
Personality Overview

How Marc shows up

Value Conscious
Logical And Quick
Meticulous

They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Marc cares about

Tax Minimization
Author of "Power Plays of the Wealthy, " he focuses on teaching clients how to use the tax system intelligently and legally to their advantage.
Financial Literacy
Passionate about educating the next generation, he frequently speaks to various groups about financial planning and investing.
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Career

Work history

1-2008
CEO & Founder
Harvest Financial Advisors, LLC
Senior Vice President | Registered Investment Advisor
Haberer Registered Investment Advisor, Inc.
Vice President
HCM Wealth Advisors
Client Representative
Charles Schwab
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1986 - 1990
Bachelor of Science
Purdue University Daniels School of Business
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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