Harris Wealth Management, LLC

Lisa Donnelley is a financial advisor at Harris Wealth Management, LLC in Twin Falls, ID, holding the PFS™ designation with two years of industry experience. She has worked at Harris CPAs since 2021 and has prior experience with Sage Asset Management LLC and Ataraxis Accounting & Advisory Services, CHTD. Outside of her advisory role, she is involved with Harris CPAs, focusing on accounting and personal finance. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily using passively managed asset-class mutual funds and conservative fixed income when appropriate.

David Brandt is a financial advisor at Harris Wealth Management, LLC in Twin Falls, Idaho, holding Series 65 and Series 66 licenses with five years of industry experience. His prior roles include positions at Riverside Management Co. Inc., White Cloud Wealth Management, Wells Fargo, and Thrivent Financial. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes diversified, buy-and-hold portfolios based on Modern Portfolio Theory, primarily using passively managed mutual funds and conservative fixed income.

Robert Shappee is a financial advisor at Harris Wealth Management, LLC in Meridian, Idaho, holding the PFS™ designation along with Series 63 and 65 licenses. He has two years of industry experience and also has a long-standing role at Harris & Co PLLC, an accounting firm, where he is significantly involved. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment strategy grounded in Modern Portfolio Theory and market efficiency, utilizing primarily passively managed mutual funds and conservative fixed income.