Evan Harris is a wealth planner and investment strategist for Harris Financial Services, Inc. As Rex’s son, he began investing at the age of 12, and later followed in Rex’s footsteps to lead others in financial wisdom. Evan is a magna cum laude graduate of Economics at Seattle Pacific University, and currently a candidate for CFP® certification. Evan joined us after years of experience at one of Seattle’s premier financial services firms, specializing in diversified portfolio management and creative planning strategies for clients of all ages. As a Whitefish native, he is excited to return to the Flathead Valley to serve our community.
Evan and his wife Sadie especially enjoy backpacking, hiking, and snuggling with their guinea pigs Oreo and Twix. They are avid fans of the Seattle Seahawks and Sounders, as well as the Montana Grizzlies (Sadie’s alma mater, Go Griz!).