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Hummingbird Planning Team

Our team is comprised of specialized individuals who are passionate and expertly positioned to provide clients with an unparalleled service experience. We approach financial planning as a team, with an intent to create better outcomes for our clients and make some friends along the way. You will find that our talented team listens, cares and provides uniquely tailored solutions which will exceed the desires and expectations for every one of our clients.

Adam David Harris

Wealth Management Advisor and Co-Founder

Jon Mark Sprowl

Wealth Management Advisor and Co-Founder

Katrina L Jones CLU®, ChFC®, RICP®

Director of Wealth Management Services

Don Holt

Portfolio Manager