Oostburg, WI Office

Steven Ratajczak is a financial advisor at Harbour Investments, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been associated with Oostburg Financial Services since 2014. In addition to his advisory role, he works as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to various execution platforms, employing a range of investment approaches tailored by individual advisers and third-party managers.

Jason Anger is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Oostburg Financial Services since 2021, following prior roles at Risterer Financial, Veritas Financial, Lakeland University, The Bull at Pinehurst Farm, and Sheboygan Lutheran High School. Outside of advising, he is also 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 employs both fundamental and technical analysis to develop customized strategies and offers a range of solutions including discretionary portfolio management and model-based platforms.

Paul Scofield is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Edward Jones. Outside of his advisory role, he operates as an independent insurance agent and is involved in selling medical and dental insurance products as well as funeral trust plans. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers portfolio management, financial planning, wrap-fee programs, and access to multiple execution platforms tailored to different investment approaches.

Pablo Alvarez Gil is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Commonwealth Financial Network, BMO Wealth Management, and Wells Fargo Bank. 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 advisors and approved third-party managers.