Harbour Trust & Investment Management Company is pleased to announce the additions of Brian Moore and Taylor Schlichter to their team.
As Senior Vice President & Director of Personal Trust, Brian brings 20 years of industry experience to Harbour Trust. Brian’s specialty is partnering with multiple family generations and their advisors to create and monitor tax-efficient strategies, designed to allow each family to exceed their goals.
“Developing client relationships that transcend being a financial advisor is my aspiration for working with all of my clients. I believe getting to know each client and their family personally is what allows someone to become an effective and trusted advisor,” said Moore. “Harbour Trust shares this philosophy and encourages it daily, and I am happy to be a part of such an amazing organization.”
Before joining Harbour Trust, Brian was a Vice President and Wealth Advisor for a regional bank and a founding team member of an independent wealth management and trust bank, where he served as a Senior Vice President and Senior Wealth Advisor. Brian was born and raised in Northern Michigan and spent much of his career in Grand Rapids, Michigan. When Brian is not at work, he is spending time with his wife and two children boating, skiing, or at sporting events.
Taylor Schlichter will serve as an administrative assistant. She is grateful for the opportunity to learn and grow with Harbour Trust. Taylor is also passionate about partnering with clients to help them achieve their goals and grow financially. “After spending some time working in the financial services industry, I am excited to join the Harbour Trust team,” said Schlichter. She graduated from Indiana University in 2012 and spent time working in the financial service industry in Chicago. In her free time, she enjoys spending time near the water with her husband and their two dogs.
For more information on Harbour Trust Investment & Management, please call (219) 877.3500 or visit www.harbourtrust.com .
Harbour Trust & Investment Management’s trained and educated professionals guide its clients through difficult financial markets with the knowledge to create solid investment plans designed to meet specific financial goals. Currently managing more than half a billion dollars in assets, Harbour Trust focuses on achieving the long-term financial goals for each person and their families for whom they work