The Team

North Harbor Wealth Management
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

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

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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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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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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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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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Darcy Smith

Darcy Smith

Financial Advisor

Elizabeth Palmer

Elizabeth Palmer

Financial Advisor

Our Staff

Lisa Day

Lisa Day

Operations Specialist

Client Service Specialist
Rose Yago

Rose Yago

Marketing Manager

Mindy Cespedes

Mindy Cespedes

Client Service Specialist

Cynthia Pearson

Cynthia Pearson

Client Service Coordinator

Jennifer Graupmann

Jennifer Graupmann

Client Service Manager

Dawn Sellner

Dawn Sellner

Client Service Coordinator