North Harbor Wealth Management

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Scott Heron, Private Wealth Advisor serving the Visalia, CA area - Ameriprise Advisors

Scott Heron

CFP®, CMFC®, ChFC®

Private Wealth Advisor

Visit Scott Heron's website
Ryan R Callaway, Private Wealth Advisor serving the Visalia, CA area - Ameriprise Advisors

Ryan R Callaway

CFP®

Private Wealth Advisor

Chief Executive Officer of North Harbor Wealth Management
Visit Ryan R Callaway's website
Austin Yago, Financial Advisor serving the Visalia, CA area - Ameriprise Advisors

Austin Yago

APMA®

Financial Advisor

Chief Operating Officer of North Harbor Wealth Management
Visit Austin Yago's website
Gena Moxey, Financial Advisor serving the Visalia, CA area - Ameriprise Advisors

Gena Moxey

CFP®, RICP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Ronald Mills, Financial Advisor serving the Visalia, CA area - Ameriprise Advisors

Ronald Mills

Financial Advisor

Visit Ronald Mills's website
Elizabeth Palmer, Financial Advisor serving the Visalia, CA area - Ameriprise Advisors

Elizabeth Palmer

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
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Mindy Cespedes, Financial Advisor serving the Visalia, CA area - Ameriprise Advisors

Mindy Cespedes

Financial Advisor

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Michael Joseph Doyle, Financial Advisor serving the Visalia, CA area - Ameriprise Advisors

Michael Joseph Doyle

MBA, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Andrew Cooper, Financial Advisor serving the Visalia, CA area - Ameriprise Advisors

Andrew Cooper

CFP®, BFA, APMA®

Financial Advisor

Senior Vice President of North Harbor Wealth Management
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Gregory Baker, Financial Advisor serving the Visalia, CA area - Ameriprise Advisors

Gregory Baker

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Cameron Parr, Financial Advisor serving the Visalia, CA area - Ameriprise Advisors

Cameron Parr

APMA®

Financial Advisor

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Aubry Kimiko Nakata

Financial Advisor

Visit Aubry Kimiko Nakata's website
Monica Hensley, Private Wealth Advisor serving the Visalia, CA area - Ameriprise Advisors

Monica Hensley

CFP®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Monica Hensley's website

Team

Audra Scrimshire

Audra Scrimshire

Administrative Assistant,

Client Service Specialist
Lisa Day

Lisa Day

Operations Specialist

Rose Yago

Rose Yago

Marketing Manager,

Client Service Coordinator
Jennifer Kakalecik

Jennifer Kakalecik

Client Service Manager

Dawn Sellner

Dawn Sellner

Client Service Coordinator

Nolberto Chavez

Nolberto Chavez

Executive Assistant,

Client Service Manager

Mikari Bounds

Client Service Coordinator

Carrie B. Harris

Carrie B. Harris

Office Manager

Michael C. Raymer

Michael C. Raymer

Financial Planning Assistant