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Meet the team.

Navigating your finances through each phase of life requires more than just a plan. It requires a partner.

Through life’s ups and downs, your advisor will be there to add insight, offer reassurance, and amend your plan so you may reach your ideal future. Your values, needs, and goals are unique. Our team takes the time to understand them so we can create a strategic wealth plan that reflects what’s important to you.

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Phone: (208) 734-3736
Email: [email protected]

Dave H. Brandt, CFP®

Wealth Advisor


David is a CERTIFIED FINANCIAL PLANNER® professional and leads Wealth Advisor at Harris. With over a decade of experience in financial planning and asset management, he is passionate about helping individuals, successful families, and business owners navigate the complexities of reaching their financial and personal goals in the most efficient way possible. By partnering with you to make informed financial decisions that align with your visions and values, you’ll understand your “why” when working with David. His financial planning expertise covers investment allocation and location, tax planning, insurance, and estate planning, making him a go-to advisor. Dave is dedicated to enhancing the services at Harris and adding real value for his clients. He joined Harris in part because of a shared value of always acting in our clients' best interest and the excellent company culture.
 
Dave grew up in Snohomish, WA. He and his wife, Brenna, have three awesome sons: Eli, Nathan, and Silas. He loves playing basketball and coaching his son's sports teams. When not at work, he enjoys elk hunting, backpacking, and exploring new fishing spots. He's also tackled impressive peaks like Mt. Rainier and Mt. St. Helens. This balance between work and family life helps Dave connect with his clients, building trust and reliability.
Education:
Bachelors in Business Administration, Pacific Lutheran University
Favorite Quote:
“It’s not how much money you make, but how much you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki
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Phone: (208) 734-3736
Email: [email protected]

Leah Welfley

Wealth Management Coordinator


Leah brings a wealth of experience to her role as Wealth Management Coordinator at Harris. Her extensive background includes prior positions as an Executive Assistant and Administrative Coordinator across various industries such as legal, medical, and publishing. At Harris, Leah is a pivotal figure in supporting the firm's wealth management practice. She ensures seamless client interactions, handles complex administrative tasks with precision, and contributes significantly to maintaining high client service standards. Aside from her technical abilities, Leah also possesses exceptional interpersonal skills that enable her to build strong relationships with clients and colleagues alike. She is known for her professionalism, integrity, and ability to handle sensitive information with discretion. Her positive attitude and problem-solving mindset make her a trusted resource for both clients and team members.

Outside the office, Leah enjoys a fulfilling personal life filled with varied interests and passions. She is an avid equestrian who loves spending time with her horse. Family is her cornerstone, and she treasures moments spent with her husband Rob and their four children. Leah is also musically inclined, playing the piano, and she volunteers at her church, where she sings and teaches. Another notable achievement in her life is adopting her daughter from Haiti, a journey that has profoundly enriched her life. Leah's dedication to both her professional and personal life reflects her well-rounded and compassionate nature.

Books Most Recently Read:
In the Kingdom of Ice by Hampton Sides
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Phone: (208) 734-3736
Email: [email protected]

Lisa Donnelley, CPA, PFS

Partner


Lisa’s path to becoming an accountant began in high school, where she first acquired a love for puzzles and uncovering the right pieces to solve any issue. After completing her AA in Bookkeeping from the College of Southern Idaho and her BBA in Accounting from Boise State University, Lisa built a long-standing career beginning with LeForgee, Rogers & Evans which, later becoming Ataraxis Accounting and Advisory Service. She became the Managing Partner in 2015. With over 39 years in tax and accounting, she works with various industries, including small to medium-sized agriculture, retail, and construction companies, with long-term strategic planning. Lisa was drawn to Harris for the firm’s high standards and professional ethic, and like her own firm, she took a particular interest in the strong continuity among its teams and staff. In addition to her CPA license, Lisa also offers her clients specialized expertise as a Personal Financial Specialist (PFS). On top of her accomplishments, she has proudly served as the treasurer for both the Twin Falls Public Library Foundation and the Magic Valley Arts Council.

As a running enthusiast, Lisa enjoys volunteering for fun runs sponsored by Magic Valley Trail Enhancement and running with her friends. When she isn’t helping clients, you can find her working in her garden or relaxing with a good murder mystery book. With her husband of 40 years, Lisa shares two beautiful daughters and four grandchildren.

Education:
  • BBA - Accounting, Boise State University
  • AA - Bookkeeping, College of Southern Idaho
Professional Designations and Civic Associations:
  • Certified Public Accountant - Idaho
  • Member, American Institute of Certified Public Accountants
  • Member, Idaho Society of Certified Public Accountants
  • Personal Financial Specialist
  • Treasurer - Women's Giving Connection Magic Valley
  • Secretary - Everybody House
Favorite Quote:
"Be Truthful, Gentle, and Fearless" - Ghandi
Books Most Recently Read:
Women's Murder Club Mystery, James Patterson