Our Team

Dave founded Harris & Associates in 1992 and has provided elite clientele with his valuable experience and broad-based expertise in investment management, estate planning and executive benefits for over 25 years. Dave has completed the...

Jennifer joined the firm in 2017 as a Client Service Manager. Prior to that she worked as Operations Manager and as Director of Operations for an under-water and water-proof lighting company. Earlier she also gained experience as...

Kent Caldwell is a Health Insurance and Medicare Advisor. Kent is a third generation insurance agent as his father and grandfather were in the Property and Casualty insurance business. For the past 25 years Kent has been President of...