Megan Dorn is a CFP® professional with 14 years of industry experience, currently serving at Harbour Investments, Inc. and leading Dorn Wealth Management since 2020. Her prior experience includes work at Mennenga Tax & Financial. She volunteers as a financial coach for Wings for Widows, providing guidance to widows on tax and financial matters. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering portfolio management, financial planning, and various investment platforms tailored to adviser and client preferences.

James Tarp is a financial advisor with Harbour Investments, Inc. in Middleton, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Harbour Investments since 2018 and previously held positions at Legacy Wealth Advisors and Mennenga Tax & Financial. Outside of his advisory role, he is 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 various portfolio management and financial planning services, employing multiple investment approaches tailored by advisors and third-party managers.