Samuel Harnisch — Founder

After seeing firsthand how families like his were underserved by an industry focused only on pre-tax returns, Samuel set out to build a firm centered on what truly matters—what you keep.

He holds a Master’s in Applied Quantitative Finance and the industry’s most respected credentials — the CFA, CFP®, and CPWA® designations. Samuel began his career at PIMCO, managing assets for institutions, before joining a $1B+ multifamily office serving families with $10M–$100M. Those relationships now give his clients access to some of the world’s top investment managers.

Personal: Outside of work, he enjoys surfing, mountain biking, coaching youth lacrosse, and reading everything from quantitative research papers to classic literature.

Erica Richard — Client Service Associate

Erica joined QFS in October 2025, bringing more than 15 years of experience across financial services, operations, and client service. She leads client onboarding, service requests, account operations, and compliance support with precision and care.

Before entering wealth management, Erica served eight years in the United States Air Force as a Supply Chain Manager. The Air Force core values—Integrity First, Service Before Self, and Excellence in All We Do—remain central to both her work and her life. She credits her time in service as the foundation for her professional discipline, leadership, and commitment to client experience.

Personal: Outside of work, Erica enjoys spending time with her husband, Shane, and their two sons, Brayden and Carson. She loves playing softball and volleyball, running, traveling, reading, and staying active in her church community as she continues to grow in her faith.