5 Years in the Financial Service Industry
Mallory joined Harbour Wealth in October 2021 during her final semester at Purdue University Northwest, where she earned her BS in Business Management with a concentration in Investment Management. After graduating in December 2021, she joined Harbour Wealth full-time and completed the Management Trainee Program, gaining hands-on experience across the firm’s departments.
Following the program, she spent a few years with the Client Support Team, where she developed valuable, client-focused skills and a deep understanding of the firm’s operations and service philosophy. Working closely with clients and Wealth Advisors provided a unique experience and reinforced her passion for helping individuals and families feel supported and confident throughout their financial journey.
Today, Mallory is a member of the Advisory Team, where she enjoys working alongside clients to help them pursue their financial goals with confidence. She is dedicated to providing a meaningful service that values the clients’ trust they place in our hands.
Outside of work, Mallory enjoys spending time with her fiancé, Conner, and their one son, making memories with family and friends, and staying active with their Basset Hound.
“I’m proud to be part of a team that is committed to doing what’s right for the people we serve. Helping clients feel guided, supported, and heard as they work toward their goals is the most rewarding part of what I do.”