Jim Wehr graduated from Georgetown University in 1978. He joined John Hancock Financial Services that same year. Jim was named a Lifetime Member of the John Hancock Presidents Conference in 1988. In 1996, he received the distinguished Vincent C. Bowhers Quality Award recognizing outstanding commitment to professional excellence and in 2001 Jim was inducted into the John Hancock Hall of Fame.

Jim joined Capitol Financial Partners in 2001 and qualified for Massachusetts Mutual Life Insurance Company's (MassMutual) Leaders Conference in 2003, 2005, 2006, 2007, & 2008. He qualified for the Blue Chip Council in 2005, 2007 and 2008 and qualified for Top of the Council in 2005 and 2007. In 2005 he was named one of Capitol Financial Partners “Founding Partners” and currently is a member of MassMutual's Blue Chip Group for top agents.

He is the Past president of the Leaders Club of Washington and is a member of the Greater Washington Association of Insurance and Financial advisors, The Society of Financial Services Professionals, The Accountants Society of Virginia, and the Potomac Business Alliance. He serves as the President of the Western Loudoun Rugby Football Club.

Jim is active in charitable causes. Currently he is the Chairman of the Development Committee for Loudoun County Habitat for Humanity.

Jim and his wife Sandy, along with their three sons, Michael, Danny & Jack live in Hamilton, Virginia. Jim enjoys fishing, watching his sons play Rugby , and has a passion for classic cars. He is currently building a replica of a 1965 Ford Cobra in his garage.

Frank Surette, ChFC
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Frank Surette, ChFC, majored in finance at Babson College, Wellesley, MA after earlier majoring in journalism at Syracuse University. He is a member of the American Society for CLU & ChFC, member and past president of the Northern Virginia Association of Insurance and Financial Advisors. Frank has been a partner of The Harlow Group, LLC and career insurance agent since 1982.

Harley Renner, CLTC
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Harley Renner, CLTC graduated with a B.S. in Accounting at California State University, Hayward. He is an active member of the Loudoun County Chamber of Commerce, serving on the membership committee. He is a member and President of a local chapter of Business Networking International. He has over 16 years of experience in the financial services industry beginning with Franklin Templeton Inc., a major mutual fund family. He is licensed for Life and Health and holds FINRA Series 6, 7, 63, and 65 registrations. He joined Capitol Financial Partners in 2003.

He is an active supporter of Friends of Mount Vernon, Habitat of Humanity, Heifer International, and the National Museum of the American Indian. Harley lives in Lansdowne, VA with his wife, Belle. They both enjoy travel and exploring local historical points of interest.

His professional goal is teaching individuals and small business owner’s financial strategies that help them keep more of what they make.

Harley J. Renner is a Registered Representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, Inc., Member SIPC, Supervisory Office: 1593 Spring Hill Road, Suite 500E, Vienna, VA  22182, 703-847-9660.
CA Insurance License #OE12904

Contact Kent

Kent attended the Ohio State University prior to receiving the professional designations of Chartered Life Underwriter (CLU) in 1977, and Chartered Financial Consultant (ChFC) in 1983 from the American College in Bryn Marw, PA. He received  his Certified in Long-Term Care designation from Corporation for Long Term Care Certification, Inc. in 2002. He earned the Special Care Planner certificate from The American College, exclusive to MassMutual’s SpecialCareSM program, in 2007.