OUR STAFF


DAN HARRIMAN, CRC®

Dan graduated from The Ohio State University in 1981 with a degree in Chemical Engineering.  He began his working life in petroluem engineering with Amoco Production Company in the oil fields of Louisiana.  In 1984, a friend introduced him the world of investing and he has been entrenched ever since, making it his full time occupation in 1993. 

Dan is a detail-oriented adviser that is focused on helping his clients achieve their financial goals and on creating sustainable retirement income.  He holds a Certified Retirement Councelor® designation, Series 6, 7, 24, 26, 63 and 65 Securities licenses as well as a Texas Group 1 Insurance license.

In 2004, Dan designed and helped develop a web-based planning software program called the MoneyEdge Pro for himself and other financial advisers to perform reviews for their clients.  In 2008, he was selected by the Dave Ramsey program to work with clients who have asked for financial advice through the SmartVester Pro program.

In 2014, Dan established Independent Financial Professionals (IFP) and moved his business to Cambridge Investment Research, Inc., after a 15 year career with Capital Choice Financial Services as an Executive National Marketing Director.  From his office in Austin, TX, Dan currently monitors over $85 million dollars for his personal clients and also serves as a mentor and supervisor to securities representatives around the country.  As of the April, 2020, the total group manages over $621 million of assets under management and does business in 48 states, the District of Columbia, and Puerto Rico.  

Dan and his wife Linda live in Round Rock, TX with their three sons, Blaine, Dillon and Jason.


JOHN SPANO

John joined Harriman Financial in March, 2015.  He obtained his security license in 1999 and has a broad based knowledge of the financial industry having worked with Janus Mutual Funds and Merrill Lynch. 

John has a bachelor's degree from the University of Texas and also his Series 6, 7, 24, 63, and 66 security licenses and Texas Group 1 Insurance license.  He has lived in Austin since 1980.

When not helping his clients with their financial goals, he enjoys hunting, fishing, mountain biking, water and snow skiing and traveling.  He had the great priviledge to travel extensively throughout Europe, both while studing in Rome for a summer and while working for Merrill Lynch International Bank in London.


JOHN DOLLIVER

John joined Harriman Financial in January, 2016 after previous positions at New York Life and Transamerica Financial Advisors.  He is passionate about helping families with their financial future and desires to help them protect what matters, plan for education and retirement.

John holds a Series 6, 7, 63, 65 and Group 1 Insurance licenses.  He also holds an Agricultural Economics degree from Texas A&M University.  Prior to entering the financial services industries, he had more than 20 years experience in sales and client service in the HVAC and Construction industries.

He and his wife Leslie live in Lakeway, TX and have three children.  Their oldest, Anna, is a grauate of the University of Texas and is a Fulbright Scholar teaching in Tiawan.  Martha attends Texas A&M University with aspirations of becoming a physician, while David is in high school and is active with the West Austin 4-H Club.   John enjoys golf, hunting, and spending time at the family farm in west Texas.   


SHANE ALLEN

Shane joined Harriman Financial in July, 2017 after previous positions at Capital Choice, CCF Investments and Ameritas.  He holds his Series 6, 63, 65 and Texas Group 1 Insurance licenses.

Shane has a Bachelor of Biblical LIterature degree from Ozark Bible Institute and has more than 20 years of ministry experience before he entered into the financial services industry.  He has been the Senior Pastor of Crossroads Assembly of God in Taylor, TX since 2007 and enthusiastically embraces helping families pursue their goals and dreams financially and spiritually.

He and his wife Wendy have 2 children and live in Taylor, TX. His family serves their community by acts of compassionate service through their church.  Shane is also a volunteer chaplain for the Taylor Police Department and a volunteer CASA worker for Baylor Scott & White hospital.


IDOLINA SHUMWAY, CFP®

Idolina Shumway is the owner and founder of Shumway Wealth Management and has 35 years experience in the investment, insurance, and annuity industry. She holds professional designations as a Certified Financial Planner and a Life Underwriters Training Council Fellow. She is a member of DFW/Financial Planners Association, National Associatioin of Insurance and Financial Advisors, past member of the IAFP, where she served as President of that board.  

Idolina operates an office location in the Dallas Ft. Worth area and joined the Harriman Financial team in the Austin area in January of 2016. She holds her Series 7, 63, 65 and Registered Principal Series 24 licence along with the Texas Group 1 Insurance licenses.


TIM O'BRIEN

Tim joined Harriman Financial in June, 2016 as the Director of Operations. His role at our firm is to oversee all registration & licensing, trade review, supervision and compliance for the IFP representatives throughout the country.

He has a Series 7 - General Securities license and a Series 24 - Registered Principal license.

Tim and his wife Lili live in Round Rock, TX and have 2 children, Kevin and Katie.

 


KONNIE OORDT

Konnie joined Harriman Financial in 2007 as Office Manger. 

She has a bachelor degree in Fashion Merchandising and has managed clothing stores for over 10 years. She also has extenisve experience in Commericial and Personal Lines Insurance and as an Administrative Assistant.

When not working, she enjoys being outdoors cycling and stand-up paddling.

 


LINDA HARRIMAN

Linda has been a part of Harriman Financial since her husband, Dan, started his business in 1993.

A former dental hygenist, Linda graduated with a degree in Health Care Management from Southern Illinois University.

Linda's primary duties include coordination for our many training events and leadership retreats while also helping with any additional projects.

 


TRACEY EMMERT

Tracey joined Harriman Financial in November 2019 as an Executive Assistant.

She has a bachelor’s degree in Mass Communication from Texas State University.  She has worked in Sales, Customer Service and Marketing for the past 20 plus years. She most recently worked in the financial industry as an Executive Assistant.

Tracey lives in Cedar Park with her two daughter’s, Avery and Logan.  In her spare time, she enjoys working out, and spending time with friends and family. 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck