Service excellence

David's dedication to his clients is evident in his long-standing relationships spanning multiple generations. His commitment to staying connected and informed allows him to provide a personalized and insightful approach to managing investments. 

If you have a minimum of $500,000 in investable assets and are interested in working with David, you can contact him at or 920 743-7575.

David Harris

David Harris

Senior Vice President - Financial Advisor, Consulting Group

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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.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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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.


Echelon Wealth Strategist


Wealth Strategist


Senior Portfolio Advisor


Senior Vice President, Director of Portfolio Advisory Group


Managed Portfolio Strategist


Trust Consultant

Dona Dufeck

Branch Service Manager/Senior Client Associate