Support Staff

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Kimberly J. Harris, Office Manager



 Kimberly J. Harris
Office Manager/Registered Admin
E-mail: kimberly@greatoakfin.com
Click here to e-mail Kimberly Harris.


  Kimberly began in the investment industry in 1997 as a Representative   Assistant at A.G. Edwards & Sons, Inc. in Salem. She moved to Morgan Stanley in January of 2000 where she became a Registered Administrative Assistant.
 

In May of 2005 Kimberly joined Great Oak Financial Group as our Office Manager after being a stay-at-home mom for a few years. She brings a positive, friendly attitude, a strong commitment and work ethic, and a continuously increasing knowledge of the investment industry to the office.  Since joining Great Oak, Kimberly has become fully licensed and registered. Kimberly’s willingness to assist Great Oak’s many advisors and their clients is a true asset to the office.

Kimberly lives in Albany with her husband, Courtney, and their four children, Caitlyn, Katarina, KyLee and Claire. She enjoys both the camaraderie of the office environment and the time spent raising her beautiful daughters.
 

Professional, education and community involvement:

General Securities Principal - Series 24

Oregon Insurance Licenses – Life, Health and Variable

Securities Registrations– Series 7

Blue Sky and Investment Advisor Licenses – Series 66

St. Anne Orthodox Church – Member and Volunteer

Chemeketa Community College – AA Degree

 


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Great Oak Financial Group is not affiliated with Multi-Financial Securities Corporation.