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 resulted in moving to Whitefish, back to his native state. In 1991, Rex started his own firm with LPL Financial and incorporated in 2001.
Rex helped people make wise financial decisions as a Wealth Advisor for over thirty years. Drawing on his knowledge and experience, he learned how crucial it is to listen to clients and to recognize that each individual requires a personalized plan to work toward their goals. He believes that continued education, applied wisdom and creative thinking is the best way to help serve clients.
Rex retired from Harris Financial in December of 2021.