Waunakee, WI Office

Mason Holin is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Innovative Financial and the University of Wisconsin Whitewater. His background includes roles outside finance, such as positions in education and food services. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including 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 and offers model-based solutions through a subscription platform.

Robert Sawicki is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Innovative Financial, Inc. and Harbour Investments since 2000. Outside of advisory work, he operates a small tax and accounting service and serves as a volunteer board member for a nonprofit organization. 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 model-based solutions through a subscription platform.