Brookfield, WI W Sarah Lane Office

John Augustin is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Harbour Investments, Inc. since 2001 and is currently associated with Wealth Distribution Strategies. In addition to his advisory roles, he operates as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a blend of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management services, including model-based solutions delivered through a subscription platform.

Lisa Mumper is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at Russell Investments for 12 years before joining Harbour Investments and Wealth Distribution Strategies. Outside of her advisory role, she works as a bartender at Reggie & Gerry’s in Cudahy, WI. 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 mix of fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

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 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.

Kyle Gilbertson is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He previously worked at Robert W. Baird for twelve years and currently has other business activities including serving as an independent insurance agent and involvement with Two Birds Event Group as an event bartender. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisers and third-party managers.