Community Involvement

Harold is active in the community and currently serves on three boards:

  • Eagle's Nest Foundation: The Eagle's Nest Foundation's mission is to provide "experiential education for young people, promoting the natural world and the betterment of human character."
  • Virginia Peninsula Estate Planning Council: The Virginia Peninsula Estate Planning Council is affiliated with the National Association of Estate Planners. "Members of the Estate Planning Council are presently and significantly engaged in estate planning activities."
  • The Williamsburg Winery

Our Team in the News

The Helpers - Tracy and husband Harold raise more than $11,000 in donations, make 980 healthy lunches, rally 300+ volunteer hours, enlist the help of dozens of community partners, serve 5 area hospitals over 3 emotional weeks. (Daily Press, Virginia Gazette)

Community Partners Team Up to Feed Hospital Workers - Tracy and husband Harold launch #FeedTheFrontLines to raise donations and make lunches for medical professionals during COVID-19 pandemic. (The Local Scoop Magazine)

The Importance of Women Being a Full Partner at the Financial Planning Table  "We find that couples who openly discuss and explore their financial perspectives, objectives and concerns tend to weather financial stress much better than those who don't," Tracy shares. (CBS 6 Virginia This Morning)

Financial Shocks of Widowhood - Studies show women are 3x more likely than men to lose their spouse. Tracy shares how women can ensure they're prepared financially after the unexpected loss of a loved one. (NBC 12 On Your Side)

6 Tips for Managing Your Credit Card Debt (Health Journal)

5 Tips to Help College Kids Manage Their Budgets This School Year (CBS 6 Virginia This Morning)

Having an Impact for Good - Tracy helps found the Impact 100 Greater Peninsula, a group of 100 women that each donates $1,000 to award a collective transformational gift of $100,000 to a single philanthropic cause. (The Local Scoop Magazine)

Harold H Philipsen, CFP®, ChFC®, CLU®, RICP®, AEP®

Wealth Management Advisor


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