Service excellence

David has worked with many of his client’s families for two and three generations which speaks to the trust and confidence they have in him. He works very hard to understand their situations which helps him offer a balanced approach and insight in managing their investments.

David Harris

David Harris

Senior Vice President - Branch Director, Consulting Group

920-743-7575
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Meet my associates

My client associates are Dona Dufeck, Branch Service Manager/Senior Client Associate, Jeff Pray, Client Associate and Nancy Lake, Senior Registered Client Associate. Dona and Nancy have many years of industry experience and handle back office brokerage management. Jeff joined us in 2021, has passed the series 7 exam and is an integral member of my team.

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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.

advisor

Wealth Management Consultant


advisor

Wealth Planning Consultant


advisor

Wealth Strategist


advisor

Divisional Retirement Consultant


advisor

Credit Consultant


advisor

Trust Consultant


Dona Dufeck

Branch Service Manager/Senior Client Associate

920-743-7575