The Harbor Oak Team
John Billington, CFP®, AIF®, ChFC®, CLU®, LUTCF
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Executive, SpecialCare Planner
Joseph Bogardus, CFP®, AIF®, ChFC®, LUTCF, CCPS®
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Executive, SpecialCare Planner
Donny Ek, CFP®, ChFC®, AIF®, CCPS®
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Advisor
Theresa Dimas
Personal Assistant - In charge of all service related matters
Magdalena Thompson
Personal Assistant - In charge of investment related new business
Strategic Partners
Michael Bogardus, ChFC®, AIF®, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Representative, Investment Advisor Representative.
John Pearson, CPA®*, CASL®
Financial Planner at Barnum Financial Group
Harvey Silverman
Financial Planner, Special Care Planner, Financial Services Representative
