Harlie Garcia

Managing Director, Owner


With over 30 years of industry experience, Harlie nurtures and enjoys long-lasting relationships with her clients. Her expertise in various roles across the wealth management industry gives her specialized experience in providing a comprehensive approach in providing clients a one-stop-shop experience while delivering top notch client service on every level.


Harlie earned her Bachelor of Science in Family and Consumer Science from the University of Arizona.

Harlie Garcia

Other Interests

Away from the office Harlie enjoys working out as well as volunteering as a Board member of Echoing Hope Ranch, a non-profit organization that serves individuals with autism in southern Arizona; of which her son Jonathan is a resident. She and her husband also have two daughters, one who graduated with her Masters in Public Health from the University of Arizona and the other who after serving in the Air Force now lives in Colorado with her husband and young son. Harlie and her husband are also avid University of Arizona basketball fans.


CA Insurance License Number 0G39836. Resident State AZ.