How We Work
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.
David Mulnix
Wealth Advisor
David began his career in the US Army Reserve in Washington in 2008. After graduating with cum laude honors from Washington State University in 2019 (Social Sciences and Economics), David began developing financial experience in...
Erik Boehm
Director of Business Operations
Erik spent his childhood living in Amboy, WA, a tiny rural town on the road to Mt. St. Helens – and yes, one of his first memories was the Mt. St. Helens eruption! In his early twenties he moved to Skagit County, Washington to...
Evan Harris
President | Wealth Advisor
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...
Rex Harris
Founder
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...
Violet Schwenke
Client Service Associate | Compliance Specialist
Violet has an associates degree in business and brings over 20 years of office experience. Her work has included underwriting, bookkeeping and customer service as well as the administrative assistant for an attorney in the oil and gas...