The Team

North Harbor Wealth Management
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Ryan R Callaway

Ryan R Callaway

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Education

University of Northern Colorado, Bachelor of Science in Business Administration, Emphasis in Finance and minor in Macroeconomics
CA Insurance #0M53263 AR License #8739745

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Austin Yago

Austin Yago

Financial Advisor

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Top Areas of Focus

  • Intergenerational Planning
  • Retirement Income Strategies
  • Family Finances

Education

B.S. Business - Human Resource Management, Western Governors University, Salt Lake City, UT
CA Insurance #0L36513

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Gena Moxey

Gena Moxey

Financial Advisor

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Designations

CFP®, RICP®, APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies

Education

AAS Air Traffic Control, University of Alaska Anchorage, Bachelor of Business Administration Financial Services, Berkeley College Online
CA Insurance #4013144

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Ronald Mills

Ronald Mills

Financial Advisor

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Top Areas of Focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Small Business

Education

Brigam Young University BS in Business Marketing and Management

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Ken Kucko

Ken Kucko

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Arizona State University - Bachelar of Science Civil Engineering (1979)
CA Insurance #0H03846

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Selene M Thomas

Selene M Thomas

Financial Advisor

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Designations

CFP®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
AR License #1604955

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Darcy Smith

Darcy Smith

Financial Advisor

Bart Hiner

Bart Hiner

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

Oklahoma Christian University Bachelor of Science in Finance 1989-1992, York College Associate of Science Degree in Business 1987-1989

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Rick Gross

Rick Gross

Private Wealth Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

1983 Boston College Bachelor of Arts Degree, 2007 College for Financial Planning - CRPC℠ Designation
CA Insurance #0B68193

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Elizabeth Palmer

Elizabeth Palmer

Financial Advisor

Our Staff

Lisa Day

Lisa Day

Client Service Coordinator

Rose Yago

Rose Yago

Operations Specialist

Client Service Specialist
Mindy Cespedes

Mindy Cespedes

Client Service Specialist

Cynthia Pearson

Cynthia Pearson

Client Service Coordinator

Jennifer Graupmann

Jennifer Graupmann

Client Relationship Manager

Dawn Sellner

Dawn Sellner

Client Service Coordinator