North Harbor Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Austin Yago

Austin Yago

APMA®

Financial Advisor

Chief Operating Officer of North Harbor Wealth Management
Visit Austin Yago's website
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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Darcy Smith

Darcy Smith

Financial Advisor

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Elizabeth Palmer

Elizabeth Palmer

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
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Mindy Cespedes

Mindy Cespedes

Financial Advisor

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Andrew Cooper

Andrew Cooper

CFP®, BFA, APMA®

Financial Advisor

Senior Vice President of North Harbor Wealth Management
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Gregory Baker

Gregory Baker

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Michael Joseph Doyle

Michael Joseph Doyle

MBA, CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Joseph Doyle's website

Team

Lisa Day

Lisa Day

Operations Specialist,

Client Service Specialist

Roles & Responsibilities

  • Point of contact for clients
  • Client Service, Business Processing
  • Schedule appointments
  • Manage advisor's calendar
  • Event Planning
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Rose Yago

Rose Yago

Client Service Coordinator

Jennifer Kakalecik

Jennifer Kakalecik

Client Relationship Manager

Dawn Sellner

Dawn Sellner

Client Service Coordinator

Nolberto Chavez

Nolberto Chavez

Executive Assistant,

Client Service Manager
Selene Thomas

Selene Thomas

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