Our Staff - The Harris Financial Family
Robert D. Harris (Rob) joined Harris Financial Services as a Financial Advisor with more than 30 years of experience in various aspects of the financial services industry. Rob focuses on building mutually beneficial and long term relationships with individuals and small business owners to help create, secure and maintain their desired life-styles. He is the third generation in the Harris family to serve the financial needs of residents in Fenton and the surrounding areas.
Rob is a native of Michigan, graduating from Fenton High School in 1987 and then attending Michigan State University. There he received both a Bachelor’s degree in Finance with honors, and subsequently his MBA. He started his career in finance working for MSU as an Introductory Finance TA/Instructor. He left MSU to work as Director of Operations and Finance for Jondco and SCC. That position entailed working with the mortgage broker/banker and the Registered Investment Advisor industries. This led to a position as Director of Strategic Planning for VESTAX Capital Corporation, an independent broker/dealer. In 1998, Rob joined Jackson National Life as a Regional Manager and was quickly promoted to Regional Vice President in the states of Indiana and Kentucky. Rob’s multi-faceted experience in the financial services industry has enabled him to bring a broad-based business and planning approach to consulting with clients.
Included in his list of achievements and awards, he is a former board member of an area chapter of Jaycees, past recipient of a Jaycee of the Year award, and a recipient of the Rotary International Leadership award. Rob and his wife, Jeanie, live in his hometown of Fenton, Michigan and have three daughters named Cassie, Chloe and Clarissa.
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Jeanie Harris joined Harris Financial Services in 2003 as Director of Client Operations. Jeanie has over 30 years experience in the Financial Services Industry.
After graduating from Point Park University in Pittsburgh, Pennsylvania, with a Bachelor’s Degree in Business Management, Jeanie began her career at Harvest Financial Corporation where she worked closely with the firm’s President on building financial plans for clients and working on a weekly radio show.
In 1994 Jeanie joined Legg Mason Wood Walker, a regional brokerage firm based in Baltimore, as an Account Executive. There she focused on building retirement plans and investment portfolios for both individual and corporate clients.
In 1997, Jeanie joined Fidelity Brokerage services and was instrumental in launching Fidelity’s Indianapolis Investor Center. She continued to focus on working with clients to design individualized investment strategies. While there, Jeanie held such positions as Retirement Specialist and Fixed Income Coordinator. As Retirement Specialist, she worked closely with the Corporate Retirement Plans of General Motors, Ford, AT &T & Lucent Technologies.
Before moving to Fenton, Michigan with her husband Rob, Jeanie was Assistant Branch Manager of Strong Investment’s Indianapolis Branch.
Included in her list of achievements, Jeanie was a John C. Loos Scholarship recipient, a charter member of the Pittsburgh Stock and Bond Club, Treasurer of the local TOPS group, and headed up the young children’s ministry at Venture Community Church . Jeanie and her husband Rob have three daughters, Cassie, Chloe and Clarissa.
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Becky Carpenter - Service Assistant
Becky joined our Harris Financial family in April of 2022. She is instrumental in keeping our internal records up to date, and you may hear from her from time to time about appointment reminders or other important follow-up topics.