With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Ryan R Callaway

CFP®

Private Wealth Advisor

Chief Executive Officer of North Harbor Wealth Management
Learn more about Ryan R Callaway

Michael C Raymer

Financial Advisor

Chief Operating Officer of North Harbor Wealth Management
Learn more about Michael C Raymer

Gregory Baker

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Gregory Baker

Scott Heron

CFP®, CMFC, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Scott Heron

Monica Hensley

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Monica Hensley

Roman Quisol

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Roman Quisol

Timothy T Anderson

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Timothy T Anderson

Michael Joseph Doyle

MBA, CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Joseph Doyle

Gena Moxey

CFP®, RICP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Gena Moxey

Mindy Cespedes

Financial Advisor

Learn more about Mindy Cespedes

Elizabeth Palmer

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Elizabeth Palmer

Cameron Parr

BFA, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Cameron Parr

Aubry Kimiko Nakata

Financial Advisor

Learn more about Aubry Kimiko Nakata

Alhrik Ty Schommer

Financial Advisor

Learn more about Alhrik Ty Schommer


Our team

Audra Scrimshire

Audra Scrimshire

Client Service Specialist

Carrie B. Harris

Carrie B. Harris

Client Service Specialist

Dawn Sellner

Dawn Sellner

Client Service Specialist,

Operations Specialist
Jennifer Kakalecik

Jennifer Kakalecik

Client Service Specialist,

Event Planner
Lisa Day

Lisa Day

Operations Manager,

Client Service Manager
Mikari Bounds

Mikari Bounds

Client Service Specialist,

Marketing Specialist
Nolberto Chavez

Nolberto Chavez

Client Service Specialist,

Executive Assistant