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Harbor & Staff

Harbor Welcomes Emily Lucero

We are happy to announce that Emily Lucero has joined Harbor Wealth Management’s team as a Client Service Manager.  She is responsible for providing overall client service, account maintenance, and financial planning updates. Prior to joining Harbor, Emily worked at Raymond James for two years as an investment advisor.  She holds the designation of Chartered…

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Harbor Parking Space

Harbor Welcomes Nyaradzo Bere

We are happy to announce the recent hiring of our newest wealth management intern in our Boulder office, Nyaradzo Bere.  Naya is pursuing a double major in Accounting and Finance at the University of Colorado, Leeds School of Business with an expected graduation date of May 2020.    

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Announcing Harbor Wealth Management

It’s here! After months of hard work, we are delighted to officially announce the launch of our newly designed website. Go ahead, go take a look. Did you notice the big change on our homepage? Yes, we modified our name. Instead of Harbor Financial Group, we are now Harbor Wealth Management. We feel that this…

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Welcome interns!

Meet our newest interns…

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Jennifer Baham Earns CFP® Certification

Congrats Jen!!

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Harbor Volunteer Day

Puppies and the Humane Society of Boulder Valley

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Harbor Welcomes Denise Givens

Meet our new Office Manager

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Harbor is 30 Years Old!

January 1st of 1988 Harbor Financial Group was incorporated in Colorado

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1st Annual Employee Volunteer Day

puppies, did someone say puppies?

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Megan Miller has earned CDFA® Accreditation

Congratulations Megan!

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