Hugh Harvey

Associate Financial Planner

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Hugh

Hugh joined Cahill Financial Advisors in 2021 as an Associate Financial Planner, specializing in comprehensive financial planning. After working 23 years in corporate human resources management, he decided to make a career change to the financial services industry. His deep interest in personal finance and investing, and the satisfaction gained in helping friends and family make better financial decisions led Hugh to make the change. Hugh joined Cahill because he wanted to work in a growing advisory practice that fully embraced the fiduciary, fee-only advice model.

Hugh completed his Certificate in Financial Planning through the College of Financial Planning and passed the CERTIFIED FINANCIAL PLANNER™ exam. He is excited to continue to develop his professional experience serving our clients as he works to complete the CFP® certification.

Hugh is part of James Bryan’s team and works closely with Dena Sogn to deliver high-quality services to their clients.

Hugh is a graduate of the University of Michigan (B.A. History), Butler University (M.A. History) and the University of Illinois (M. Ed.). He also served as a commissioned officer in the United States Navy for seven years. Hugh calls Chaska, MN home and enjoys spending time with his wife, Amanda, and two sons, Cooper (17) and Nicholas (8). Outside of work, he enjoys running, reading on a wide range of topics and spending time outdoors. Canoeing in The Boundary Waters Canoe Area Wilderness is one of his great passions.

Focus:

  • Comprehensive financial planning
  • Account processing and servicing
  • Client services

Education:

  • B.A. History – University of Michigan, Ann Arbor
  • M.A. History – Butler University, IN
  • M. Ed. Adult Education – University of Illinois, Champaign
  • CERTIFIED FINANCIAL PLANNER™

 

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