Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Small Business
  • Charitable Giving
  • Business Retirement Plans

Awards & recognition

  • North Harbor Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • North Harbor Wealth Management, Ameriprise Client Experience Award, 2021-2022
  • Ryan R Callaway, Barron’s Top 1,200 Financial Advisors, 2023
  • Ryan R Callaway, Forbes Best-in-State Wealth Advisors, 2023

Community participation

North Harbor Wealth Management - Community participation photo

Liz from our South Lake Tahoe office volunteering at Bread and Broth. An organization whose mission is to ease hunger in the Lake Tahoe South Shore.