Harbor & Staff Archives - Harbor Wealth Management

Staff Spotlight Interview with Denise Givens

As part of our new blog series, we’re doing Staff Spotlights! This time, we talked to Denise Givens, who just celebrated her 5th anniversary with Harbor Wealth Management! What did you want to be growing up? I always wanted to be a math teacher– I even got a bachelor’s degree in Applied Mathematics! …

Harbor Welcomes Delaney Campbell!

Harbor Welcomes Delaney Campbell! We are happy to announce that Delaney has joined Harbor Wealth Management as part of the front desk and social media team. She brings with her multiple years of social media management experience with various companies, including Philadelphia’s famous Mueller’s Chocolate Co. Delaney graduated from Temple University in Philadelphia…

Staff Spotlight Interview with Meg Nugent

As part of our new blog series, we’re doing Staff Spotlights! In this fun interview, we talked with Meg Nugent who started with Harbor in 2022. What is the most recent downloaded app on your phone? Calm What is the one thing you cannot resist? Pizza Where is your favorite place to…

Harbor Goes to Topgolf!

The Harbor team had a great time at Topgolf last week! If you have never golfed in the snow, we say give it a swing!

Harbor Welcomes Meg Nugent!

We are happy to announce that Meg Nugent 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. Meg has spent over 20 years in the financial industry working in institutional equity sales, investment banking and private banking. The wealth…

Staff Spotlight Interview with Carolyn Rice

As part of our new blog series, we’re doing Staff Spotlights! In this fun interview, we talked with Carolyn Rice who’s been with Harbor since 2001. What did you want to be growing up? A ballerina What motivates you to wake up and go to work? In the wintertime, mostly my alarm clock and…

Staff Spotlight Interview with Megan Miller

As part of our new blog series, we’re doing Staff Spotlights! In this fun interview, we talked with Megan Miller who’s been with Harbor since 2012. What do you like most about your job at Harbor? I can’t choose one, I really enjoy my co-workers and the fun we have while we’re working! Additionally,…

Staff Spotlight – Karen Didde

We are doing a Staff Spotlight on each of the Harbor staff. We will get up close and personal and have some fun with our Q & A’s. Karen Didde has been with Harbor since 2003. Read her full bio HERE. What is the most recent downloaded app on your phone? Zoom What is the…

Putting Our AUM Fees to Good Use

As 2020 was a year like no other and has negatively impacted the economy and caused unfathomable needs for so many families and businesses, we wanted to share what Harbor has done with some of the AUM (Assets Under Management) fees that we collect from clients to help support our community. Harbor Wealth Management has…

11th Annual Wreath Making Event

As with many holiday gatherings, Harbor Wealth Management’s annual wreath making event looked a little different this year. For the past 10 years, we’ve gathered with clients at Sturtz & Copeland Florist and Garden Center in Boulder for our annual wreath making event. This year, the wonderful staff at Sturtz & Copeland prepared custom wreath…