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Our National Team

Advanced Solutions Team
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Partner of Wealth Solutions

Jody Jackson

Jody Jackson

FPQP™

Paraplanner

Michael Gruidel

Michael Gruidel

Paraplanner

Ryan Yamada

Ryan Yamada

CFP®

Senior Wealth Planner

Beth Schanou

Beth Schanou

JD

Senior Wealth Planner

Patrick Carter

Patrick Carter

CPA

Director of Tax Planning

Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Matt Lewis

Matt Lewis

Vice President, Insurance

Sarah Duey

Sarah Duey

JD, CTFA, CAP®, AEP®

Vice President, Trust Services

Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions

Investments
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist

Greg DeGennaro

Greg DeGennaro

CFA®, CAIA

Client Portfolio Manager

Jessica Golson

Jessica Golson

CIPM

Vice President, Investment Operations and Performance

Mike Lawrence

Mike Lawrence

CFA®

Portfolio Manager

Josh Russell

Josh Russell

CFA®

Portfolio Manager

Patrick Sittner

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Sonu Varghese

Senior Investment Analyst

Shane Weaver

Shane Weaver

Director of Operations

Research Department
Brett Carson

Brett Carson

CFA®

Director of Research

Jordan Pieper

Jordan Pieper

Trading Specialist

Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst

Kellie L. Duffy

Kellie L. Duffy

Senior Trade Operations Analyst

Drew Reisdorff

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader

Todd Knott

Todd Knott

Senior Institutional Trader

Jake Bleicher

Jake Bleicher

CFA®

Co-Portfolio Manager

Kevin Zlomke

Kevin Zlomke

Director of Trading

Harbor Wealth
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Headquarters

727 Cormier Road
Suite 101
Green Bay, WI 54304
Toll-Free: (888) 406-2002
Local: (920) 434-5310
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    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

    Securities offered through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. Member FINRA/SIPC. Financial planning and investment advisory services are offered through Harbor Wealth Management, LLC, a registered investment advisor (“HWM”). HWM is not affiliated with APW Capital, Inc. Carson Partners is under separate ownership from any other named entity.

    Financial Planning and Investment Advisory Services are offered through Harbor Wealth Management, LLC, 727 Cormier Road, Suite 101, Green Bay, WI 54304. Investments are neither FDIC insured nor bank guaranteed.

    No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

    Forbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 37,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Investment News Icons & Innovators: Awarded to Ron Carson (2016) Investment News Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

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