Fitchburg, WI King James Way Office

Jason Skinner is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Wealth Distribution Strategies, Scientific Protein Laboratories, FAAR Solutions, and Meridian Laboratory. 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 individual advisors and approved third-party managers.

Alan Winsand is a financial advisor at Harbour Investments, Inc. with 41 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Wealth Distribution Strategies LLC. Outside of his advisory work, Winsand operates a tax preparation business and works as an independent insurance agent. 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 create customized investment strategies and offers both discretionary and non-discretionary portfolio management services.

Lukas Kolasch is a financial advisor at Harbour Investments, Inc. with six years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Harbour Investments in 2021, Lukas held roles at Securities America, Inc. and Northwestern Mutual. Outside of his advisory work, he serves as a strength and conditioning coach for middle and high school athletes, teaching fitness, health, nutrition, leadership, and character development. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering discretionary and non-discretionary portfolio management, financial planning, and various investment execution options tailored by adviser or third-party managers.

Kyle French is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. He has worked at Harbour Investments and Wealth Distribution Strategies LLC since 2017 and previously spent two years at Cambridge Investment Research Advisors, Inc. French is also an independent insurance agent, which includes activities related to equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, 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 and offers model-based solutions through a subscription platform.

Jeremy Argue is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. Prior to joining Harbour in 2017, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He is also an independent insurance agent, selling and servicing life insurance, long-term care insurance, and 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 employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Thomas Brien is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Massmutual and MML Investors Services, Inc. before joining Harbour Investments in 2017. He is also an independent insurance agent through Wealth Distribution Strategies. 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 combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Lucas Marty is a CFP® with nine years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2017. He previously worked at Cambridge Investment Research, Inc. and has been involved with Wealth Distribution Strategies, LLC, as well as holding a position at the University of Wisconsin-Madison. Marty is a board member of the Monticello Foundation, a scholarship fund where he assists in selecting recipients and supporting fundraising efforts. Harbour Investments, Inc. 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 a combination of fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management and model-based solutions through a subscription platform.

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.

Shane Roth is a financial advisor with Harbour Investments, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Prior to joining Harbour Investments in 2021, he worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of advisory work, he operates the Weary Traveler Bar and is active in Business Networking International. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers portfolio management and financial planning services with varied investment approaches tailored by advisors and third-party managers.

Jacob Marty is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has been with Harbour since 2022. Outside of his advisory role, he owns and operates Green Fire Farm, LLC, which produces and sells various meats and eggs. Harbour Investments, Inc. provides 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 investment strategies, and it offers model-based solutions through a subscription platform.

Manjula Hettiarachchi is a CFP® and CFA® with 15 years of industry experience. She is currently with Harbour Investments, Inc. and is also involved with Wealth Distribution Strategies. Her prior experience includes roles at Northwestern Mutual Investment Services LLC, BMO Harris Bank, and other advisory firms. In addition to her advisory work, she operates as an independent insurance agent. Harbour Investments serves a diverse client base including individual, trust, pension, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and various investment platforms, with approaches ranging from fundamental analysis to modern portfolio theory.