Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed 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. I feel a commitment to my community.
A team approach adds perspective to all I do and provides increased benefits to my clients.
Meet the Team
Joe Hardee
Owner/CEO
Matteo Curley
Client Service Associate
Calum Bashford
Advisor Support
Calum brings over three years of valuable experience in the financial services industry to Xcelsior. Prior to joining Xcelsior, he thrived at Fidelity Investments, where he held multiple roles focused on delivering exceptional client...