Harbor & Staff Archives - Page 3 of 8 - Harbor Wealth Management

Harbor Welcomes Intern, Jordan Nelson

Jordan Nelson is the newest intern at Harbor Wealth Management. Jordan is a recent graduate of The University of Colorado Boulder Leeds School of Business, where he received a Bachelor of Science degree and majored in both Finance and Real Estate simultaneously. Jordan will be moving on in the academic world to complete his master’s…

Staff Spotlight – Elyse Foster

This year we are doing a Staff Spotlight series on each of the Harbor staff. We will get up close and personal and have some fun with our Q & A’s. Elyse Foster is the founding principal of Harbor Wealth Management, founded in 1988. Read her full bio HERE. What is the most recent…

Emily Lucero Passes the CFP Board Exam

Congratulations to Emily Lucero who recently passed the CFP board exam! Emily joined Harbor in April 2019 and is a Client Service Manager. The CFP® certification is recognized as the highest standard in personal financial planning. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board,…

Staff Spotlight – Megan Miller

This year we are doing a Staff Spotlight series on each of the Harbor staff. We will get up close and personal and have some fun with our Q & A’s. Megan Miller has been with Harbor since 2012. Read her full bio HERE. What is the most recent downloaded app on your phone?…

Staff Spotlight – Denise Hess

This year we are doing a Staff Spotlight series on each of the Harbor staff. We will get up close and personal and have some fun with our Q & A’s. Denise Hess has been with Harbor since 2004. Read her full bio HERE. What is the most recent downloaded app on your phone? Insight…

InvestmentNews Women’s Adviser Summit

Recently two of Harbor Wealth Management’s own, Karen Didde and Emily Lucero, attended the InvestmentNews Women’s Adviser Summit in Denver, CO. Not only did they sharpen their networking skills, but they also heard from leading experts in the financial planning field such as Julie Gorte, Colleen Denzler and Adri Miller- Heckman. The event was a…

Harbor Wealth Management Announces Jennifer Baham New Partner

We are pleased to announce Jennifer Baham as the newest Partner at Harbor Wealth Management. Jennifer joined Harbor in 2015 and has over 13 years of experience in the financial planning and wealth management field. Jennifer holds the CERTIFIED FINANCIAL PLANNER™ Certification, the recognized standard of excellence for competent and ethical personal financial planning. As…

Welcome Wealth Management Interns!

Meet our two newest wealth management interns, Kate and Emily! We are happy to have them join our Harbor Wealth Management team. Our interns work through training modules developed by Harbor to train and further their education of the financial planning and investment management business. Kate and Emily will be assisting with market research and…

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…

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.