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Michael S
Series 63, Series 66
Venice, FL
Harbour Investments, Inc.
Michael Schwitz is a financial advisor at Harbour Investments, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been involved with Harbour Investments and MS Financial since 1988. In addition to his advisory work, he is a partner at ANU-SKIN, a skincare products business, where he oversees the books and makes recommendations. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.
Benjamin D
Series 66
Waukesha, WI
Harbour Investments, Inc.
Benjamin Deremer is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. He holds a Series 66 designation and has been with Harbour Investments since 2019. In addition to his advisory role, he operates the Deremer Agency, which he has managed since 2016. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and access to multiple investment strategies through both in-house and third-party managers.
Travis G
Series 66
Viroqua, WI
Harbour Investments, Inc.
Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and spent several years in the education sector with Westby Area School District and Kickapoo Area Schools. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services using various investment approaches tailored by individual advisers and approved third-party managers.
Jay H
CFP®, Series 66
Middleton, WI
Harbour Investments, Inc.
Jay Hinkens is a CFP® with 21 years of industry experience, currently affiliated with Harbour Investments, Inc. and Point B Wealth Advisors. He has worked at Harbour Investments since 2007 and at Point B Wealth Advisors since 2009. Outside of his advisory roles, he serves on the board of the Rotary Club of Madison South and operates HighwoodWorks, a company that manufactures wooden gift items. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.
Stephen S
ChFC®, Series 63
Madison, WI
Harbour Investments, Inc.
Stephen Smith is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at LPL Financial and operating his own advisory practice. Outside of advisory work, he is also an independent insurance agent and a career agent with Ohio National Life Insurance Company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies using a variety of instruments and offers model-based solutions through a subscription platform.
Megan D
CFP®, Series 63, Series 66
Middleton, WI
Harbour Investments, Inc.
Megan Dorn is a CFP® with 15 years of industry experience, currently affiliated with Harbour Investments, Inc. and leading Dorn Wealth Management. Her prior experience includes roles at Mennenga Tax & Financial and Harbour Investments. She volunteers as a financial coach with Wings for Widows, providing pro bono support to widows navigating tax and financial changes after the loss of a spouse. Harbour Investments, Inc. serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm employs various investment approaches tailored by advisers and approved third-party managers, with ongoing monitoring and multiple execution platforms.
Steven C
CFP®, ChFC®, Series 63
Green Bay, WI
Harbour Investments, Inc.
Steven Crispigna is a CFP® and ChFC® with 43 years of industry experience. He has been affiliated with Harbour Investments, Inc. and Crispigna Financial since 1989. Outside of his advisory work, he is involved in a family-owned pizza business and provides commodity options to clients through MCVEAN TRADING COMPANY. Harbour Investments, Inc. offers investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and provides ongoing account monitoring and model-based solutions.
Beau S
Series 65, Series 63
Viroqua, WI
Harbour Investments, Inc.
Beau Schroeder is a financial advisor with Harbour Investments, Inc., holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Harbour, he worked at Edward Jones and has a background in the automotive industry. He serves as a school board member for Kickapoo Area Schools. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisors and third-party managers.
Christopher P
Series 63, Series 65
Brookfield, WI
Harbour Investments, Inc.
Christopher Peck is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Harbour Investments since 1997 and also owns Peck Financial Group, where he provides tax preparation, estate planning, retirement planning, and wealth management services. Additionally, he operates as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing a range of investment approaches and ongoing account monitoring.
Jeffrey L
ChFC®, Series 63, Series 65
Brookfield, WI
Harbour Investments, Inc.
Jeffrey Lamb is a financial advisor at Harbour Investments, Inc. with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Harbour in 2017, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He coaches a local community basketball league and is a part-owner of a healthcare business focused on Medicare services. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and third-party managers.
Tyler J
Series 66
Plymouth, MN
Harbour Investments, Inc.
Tyler Johnson is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Minnesota Wild. Outside of his advisory role, he is also an author involved in publishing. Harbour Investments provides investment advisory and financial planning services to a wide range of clients, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.
David D
Series 66
Janesville, WI
Harbour Investments, Inc.
David Distefano is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has 17 years of industry experience. He also operates as an independent insurance agent through Alongi Santas Financial. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a combination of fundamental and technical analysis to create customized strategies across various investment vehicles.
Mark W
Series 63, Series 66
Libertyville, IL
Harbour Investments, Inc.
Mark Wolter is a financial advisor with Harbour Investments, Inc. and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked at firms including Beacon Wealth Advisors, LLC and Gradient Securities, LLC. Wolter serves as a volunteer board member for the Special Olympics Illinois Golf Outing, assisting with event planning and fundraising. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a blend of fundamental and technical analysis to create customized strategies across various asset classes. The firm offers discretionary and non-discretionary portfolio management, model-based solutions, and works with multiple custodians and third-party managers.
Desiree A
Series 66
Fitchburg, WI
Harbour Investments, Inc.
Desiree Alexander is a financial advisor at Harbour Investments, Inc. with four years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Distribution Strategies, Northwestern Mutual Investment Services LLC, and Christopher Anicete. She is also a notary for the state of Wisconsin and works as an independent insurance agent, including activities related to equity indexed annuities. Harbour Investments serves a diverse client base ranging from individual to institutional investors, offering portfolio management, financial planning, and various execution platforms. The firm employs a range of investment approaches customized by individual advisors and third-party managers.
Jeffrey J
CFP®, Series 66
Edmonds, WA
Harbour Investments, Inc.
Jeffrey Janeway is a CFP® with 11 years of experience in financial advisory. He is currently with Harbour Investments, Inc., where he has worked since 2019, and he also owns Koenig Financial Group, an independent insurance agency. His prior roles include positions at Securities America and Bank of America. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with varying investment approaches tailored by individual advisors and approved third-party managers.
Gregory V
Series 63, Series 65
Carnegie, PA
Harbour Investments, Inc.
Gregory Volitich is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes six years at SNF and ongoing roles at 3 Rivers Investment Advisors, LLC and Harbour Investments since 2013. Outside of advisory work, he is an independent insurance agent involved with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to build customized strategies and offers model-based solutions through a subscription platform.
Michael D
Series 66
Madison, WI
Harbour Investments, Inc.
Michael Dellolio is a Series 66 licensed financial advisor at Harbour Investments, Inc. in Madison, WI, with nine years of industry experience. He has been with Harbour Management and Harbour Investments since 2015. Harbour provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using various instruments and also offers model-based solutions through a subscription platform.
John M
Series 63, Series 65
Deer Park, IL
Harbour Investments, Inc.
John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Harbour in 2026, he spent 15 years with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak has extensive experience in the sale of fixed insurance and annuity products through his prior role at Chicago Investment Advisory Council. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.
Douglas C
ChFC®, Series 63, Series 65
Lancaster, WI
Harbour Investments, Inc.
Douglas Crubel is a financial advisor with Harbour Investments, Inc. in Lancaster, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Questar Capital Corporation and his own firm, Crubel Financial Services, where he also works as an independent insurance agent specializing in fixed annuities, disability, health, and life insurance. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies across various asset classes and offers model-based solutions through a subscription platform.
Jamie E
Series 63
Lacrosse, WI
Harbour Investments, Inc.
Jamie Eklov is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial for nine years. Eklov served in the Army Reserves for 15 years and operates his own business, Delta23 Outfitters, which is not investment related. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisors and approved third-party managers.
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