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Thomas H
Series 63, Series 65
Canton, OH
Harvest Advisors, LLC
Thomas Houston is a financial advisor with Harvest Advisors, LLC in Canton, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and work with rideshare companies Uber and Lyft. He is also associated with church-related organizations, including the Church of the Covenant and John Knox Presbyterian Church. Harvest Advisors, LLC provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, with a focus on clergy and church-related clients. The firm integrates fundamental and technical analysis into client-specific portfolio strategies and offers related tax and administrative services tailored to its niche clientele.
Michael B
Series 65
Canton, OH
Harvest Advisors, LLC
Michael Beels is a financial advisor with Harvest Advisors, LLC in Canton, Ohio. He holds a Series 65 designation and has nine years of industry experience. He has been with Clifford & Associates since 2016. Harvest Advisors provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, frequently serving clergy and church-related clients. The firm integrates fundamental and technical analysis in managing mostly fixed income, equity, or balanced portfolios and offers related tax and administrative services tailored to its niche clientele.
Steven C
CFP®, Series 65
Canton, OH
Harvest Advisors, LLC
Steven Clifford is a CFP® with 18 years of industry experience, currently serving as an advisor at Harvest Advisors, LLC in Canton, OH. He has owned and operated Clifford & Associates since 1989, providing tax preparation, planning, accounting, and payroll services. His role includes management, supervision, and client interaction, often overlapping with his financial advisory work. Harvest Advisors offers fee-based financial planning and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations, with specialized services for pastors and churches. The firm integrates fundamental and technical analysis to construct diversified portfolios aligned with client goals and risk tolerance, supported by affiliated businesses providing tax, payroll, and pension services tailored to religious organizations.
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