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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have strived to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brian Sauls

Founder & Financial Planner

(239) 984-4587

Brian.Sauls@prudential.com

I am a Financial Planner at Harborview Planning & Wealth Management, where I specialize in retirement and investment planning. With over 15 years of experience in the financial services industry, I am passionate about helping clients...
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William “Bill” King

Financial Planner

I am a Financial Planner at Harborview Planning & Wealth Management, where my primary responsibility is to provide honest service and financial strategies that help my clients achieve their personal financial goals. With over 14 years...

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