At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have sought to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using comprehensive methods.
Evan Harris
President | Wealth Advisor
As an experienced Wealth Advisor and Owner of Harris Financial, Evan Harris loves helping our clients do great things with financial confidence and comfort. Evan is a fifth-generation Montanan and second-generation Wealth Advisor...
David Mulnix
Wealth Advisor
David has a passion for learning and a heart for helping people pursue financial independence. Through experience with a financial advisor as a client and graduating cum laude from WSU (Social Sciences and Economics)...
Violet Schwenke
Client Service Associate | Compliance Specialist
Violet is a key part of the Harris Financial team as our Client Service Associate and Compliance Specialist. She has a multigenerational connection to our local area and is a proud mom, grandmother, and pet mom...
Erik Boehm
Director of Business Operations
With Erik as our Director of Business Operations, we can rest easy knowing that he is actively working to keep Harris Financial running smoothly and efficiently. Erik's varied background provided him a lot of skills to serve...
Rex Harris
Founder | Retired
After graduating from Whitman College, Rex joined the family business in Havre, Montana. In 1987, he went into the securities business with Edward Jones, opening an office in Washington. An opportunity to re-build another office...