Our clients deserve a great team to serve them.
Many people’s relationship with their financial advisor is focused on a single connection with just one advisor, but we believe that a team approach is a much more effective method to serve you. Currently, our entire team works together to serve one group of clients. By utilizing a team approach, we’re much more likely to be available to you if an advisor is sick or out of the office. Most of our clients meet with at least two of our advisors every year, building comfort and knowledge together so we can minimize disruption for future needs. We make significant investments every year to train and develop our team members, with the goal of making ourselves readily available and highly knowledgeable to meet your needs.
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)...
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...
Aaliyah Smith
Client Service Associate
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...