Your Financial Planning Team

At Harbor Wealth, we work as a team, with experts in Investment Management and Retirement Planning, Estate Planning and Tax Planning, Education Planning and Risk Management. This means you have over 115 combined years of experience under one roof, helping your family find customized solutions to all of life’s financial challenges and opportunities. Meet the members of our team dedicated to providing you with the highest level of service.

Meet our Green Bay Team Meet our Omaha Team