North Harbor Wealth Management

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.


Advisors

Ryan R Callaway

Ryan R Callaway

CFP®

Private Wealth Advisor

Chief Executive Officer of North Harbor Wealth Management
Visit Ryan R Callaway's website
Austin Yago

Austin Yago

Financial Advisor

Chief Operating Officer of North Harbor Wealth Management
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Michael Joseph Doyle

Michael Joseph Doyle

MBA, CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Gena Moxey

Gena Moxey

CFP®, RICP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Ronald Mills

Ronald Mills

Financial Advisor

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Mindy Cespedes

Mindy Cespedes

Financial Advisor

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Darcy Smith

Darcy Smith

Financial Advisor

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Andrew Cooper

Andrew Cooper

CFP®

Financial Advisor

Senior Vice President of North Harbor Wealth Management
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Elizabeth Palmer

Elizabeth Palmer

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
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Team

Nolberto Chavez

Nolberto Chavez

Executive Assistant,

Client Service Manager

Qualifications

  • 10+ years’ experience building, leading, managing and coaching a team as a former Officer; Financial Center Manager II with Bank of America Private Bank.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Bachelor of Arts with Honors in Economics from California State University, Sacramento.

Roles & Responsibilities

  • Primary point person for all client contacts.
  • Perform business analytics as needed to support financial advisors in the growth of the business.
  • Can manage complexity, prioritize tasks and execute in a fast-paced environment.
  • Keen problem-solving and trouble-shooting abilities; high level of accuracy and attention to detail.
  • Proficient in computer skills and professional programs, e.g., Morningstar® Advisor WorkstationSM, NaviPlan®, Salesforce, Thomson ONE, Microsoft Office Suite, PC and Mac OS.
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Lisa Day

Lisa Day

Operations Specialist,

Client Service Specialist
Dawn Sellner

Dawn Sellner

Client Service Coordinator

Jennifer Kakalecik

Jennifer Kakalecik

Client Relationship Manager

Rose Yago

Rose Yago

Client Service Coordinator

Cynthia Pearson

Cynthia Pearson

Client Service Coordinator