Meet the Team

Tim L. Harvey, CFA, CPA

Principal and Founder

Tim's background includes over 30 years of experience in the financial industry. Investing has been Tim's passion since childhood. He holds the CFA Charter, one of the most challenging and respected credentials in investment analysis and portfolio management. 

In addition to the CFA charter, Tim holds a Master's degree in Accounting and a Bachelor's degree in Finance. Tim is also a CPA, giving him additional insights and expertise into tax strategies, estate planning, and financial analysis.

In addition to running Harvey Financial Management, Tim teaches upper-division finance at Montana State University part-time. View Tim's resumè for complete background information.

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Alicia J. Harvey

Creative Director

Alicia's background includes over 24 years of experience in the travel and tourism industry. She earned a Bachelor of Arts in Hotel and Restaurant Administration and a Minor in Business Management from Washington State University.


Alicia is the director of marketing at Museum of the Rockies, where her team executes a full suite of marketing and public relations functions for the museum. She serves on the Governor appointed Tourism Advisory Council.


Alicia loves working with her husband, Tim, to execute Harvey Financial Management's creative needs.

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Danna M. Ortiz

Environmental, Social, and Governance Adviser

Danna has over 18 years of experience leading multidisciplinary teams to help diverse groups of innovators, communities and stakeholders envision and create a prosperous, more equitable and green future.  


She understands that our transition to a net zero economy (one that emits no more carbon dioxide than it removes from the atmosphere), coupled with rapidly evolving technologies in artificial intelligence, robotics, quantum computing and genetics, will provide unique opportunities to invest in companies that will transform the way we live. 


Her Master’s degree in Technology, Innovation and Education from the Harvard Graduate School of Education has given her insights about how to use innovation and strategic investments to close opportunity gaps and to promote inclusion.  She also holds a Master’s degree in Environmental Policy and Management and a B.S. in Finance.

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