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

Robert John Harris

CLTC®, CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of The Harris Group
Learn more about Robert John Harris Visit Robert John Harris's website

Jace Roach

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jace Roach Visit Jace Roach's website

Lisa Hanson

BFA, APMA

Financial Advisor

Learn more about Lisa Hanson Visit Lisa Hanson's website


Our team

Allanah Luxenburg

Allanah Luxenburg

Office Manager,

Operations Manager

Personal Intro

Registered Representative

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Madeline Maki

Madeline Maki

Client Service Manager