Our People

Julian first started working in financial services during an internship with Smith Barney during the summer of 2000. That summer internship stoked Julian’s passion for financial services and prompted his further study of...

Woof!  I'm Badger. JB named me after his Alma Mater, The University of Wisconsin Badgers.  My role at Concierge Wealth Management™️ is to bring a smile to your face.  You will often see me in Zoom...

David serves as the CEO & Founder of Flagship Harbor Advisors, a Registered Investment Advisor and separate entity from LPL Financial.Concierge Wealth Management leverages David's knowledge of over 3 decades as a leader and compliance...

Jay serves as the EVP & Chief Compliance Officer of Flagship Harbor Advisors, a Registered Investment Advisor and separate entity from LPL Financial.

In his role, Erik oversees the design and implementation of the firm's CORE Portfolios in addition to developing a variety content to support advisors and clients regarding macro-economics, capital markets and thought leadership.Erik...