David Harris

David Harris

Senior Vice President - Financial Advisor, Portfolio Director Group

920-743-7575
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Meet my associates

My client associates are Dona Dufeck, Branch Service Manager/Senior Client Associate, Jonathon Sesing, Client Associate and Nancy Lake, Senior Registered Client Associate. Dona and Nancy have decades of industry experience and handle back-office brokerage and advisory management. Jon joined me in 2024 and is an integral member of my team.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Echelon Wealth Strategist


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Wealth Strategist


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Senior Portfolio Advisor


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Fixed Income Business Development Professional


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Sr. Associate Wealth Strategist


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Trust Consultant


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Wealth Management Banker


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Insurance and Annuity Consultant


Dona Dufeck

Branch Service Manager/Senior Client Associate

920-743-7575