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 strives to stay connected and informed of their life events which helps him offer a balanced approach and insight in managing their investments.

If you have a minimum of $500,000 in investable assets and would like to explore working with David, please contact him at or 920 743-7575.


David Harris

David Harris

Senior Vice President - Financial Advisor, Consulting Group

Email | |

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.

Let's start the conversation

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

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Door County Branch

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.


Wealth Management Consultant


Wealth Strategist


Wealth Strategist


Wealth Management Banker


Trust Consultant

Dona Dufeck

Branch Service Manager/Senior Client Associate