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 has three daughters named Cassie, Chloe and Clarissa.

------------------------------------------------------------
 

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.

------------------------------------------------------------
Sheila Hetherington - Office Manager

 

Sheila  grew up in northern Minnesota.  After graduation she attended the Minnesota School of Business in Minneapolis,  She worked at Northwestern Hospital in Minneapolis, handling patient’s insurance until she and David moved to Michigan in 1968.       

She worked at Sears in Flint for 19 years in the Central Credit department.  She has been with the Harris Financial family since 1993.  As office manager, her duties include bookkeeping, payroll, purchasing and whatever it takes to keep the office running smoothly.     

D
avid and Sheila have been married since Aug 1965.  They have one daughter, one son-in-law, one granddaughter, one grandson and one grandson-in-law (married granddaughter).      

Hobbies include sewing and in the summer growing flowers.

 

------------------------------------------------------------
Kae Frederick - Service Assistant

 

Kae joined our Harris Financial family in April of 2018. Although her background is in the medical profession, she has grown to love the financial services industry and enjoys learning new and interesting things every day.

Kae has been married to her husband, Doug, for 25 years and they have three boys together.  Two of her sons, Cole and Cooper, are presently serving in the United States Marine Corps, and her youngest son, Christian, has his goal set on becoming a Marine one day as well.

------------------------------------------------------------

Colleen Farewell - Service Assistant

 

Colleen left the audio industry to be a stay-at-home mom for their three children before joining our Harris Financial family.  Born in California to parents serving at Fort Ord, the former U.S. Army base, Colleen did most of her growing up in the Boston area.  In 2000, Colleen moved to Michigan where she met her husband, Rob.  Having lived in Clarkston for a while, Colleen and Rob bought their first home in Holly and enjoy living there with their three children, Alexis, Tyler and Sophia.

 

------------------------------------------------------------
Rachel Romanack - Communications Manager and Computer Operator

Rachel received her Associate’s Degree in Business Studies, with a minor in Legal Studies, from Delta Community College, and worked as a Legal Assistant for many years before coming to work at Harris Financial Services. She has worked at Harris Financial for over 6 years. She currently holds the position of Computer Operator and Communications Manager.