Helen Kelble

Helen joined Highland Investment Advisors, LLC as a Client Assistant in October 2020 and brings a diversity of skills to assist with Client Service and Business Development support. Before joining Highland, Helen worked as a risk and controls analyst with JP Morgan Chase. Helen also has experience working in the industries of International Banking, Pharmaceuticals, … Continue reading Helen Kelble

Beverly Whitman, CPA CFP®

Beverly joined Highland Investment Advisors, LLC as an Investment Advisor Representative in February 2020. Beverly fell in love with the financial planning profession after working for wealth management firms and seeing first-hand the value that a coordinated approach to finances can make to clients. By combining her expertise as a CPA and as a CERTIFIED FINANCIAL … Continue reading Beverly Whitman, CPA CFP®

Robert T. Dignan, CFP® AIF®

With more than two decades of experience in the investment management and financial planning profession, Mr. Dignan brings a wealth of knowledge that provide him an understanding into the challenges that so many of today’s advisors face. Having owned and successfully transitioned two different investment firms, one a FINRA-registered OSJ Broker/Dealer office and the other … Continue reading Robert T. Dignan, CFP® AIF®

Wm. David Morrison

Mr. Morrison is an Investment Advisor Representative at Highland Investment Advisors, LLC, working with clients to develop prudent strategies to achieve their personal financial targets. Since 2009, Mr. Morrison has worked as a Private Portfolio Manager for a high net worth family office. Prior to that, Mr. Morrison was President and co-owner of a wholesale … Continue reading Wm. David Morrison

Adam S. Drake, CFA

Mr. Drake’s passion is partnering with independent financial advisors to build fee-based practices that deliver a successful investing experience to clients. At Highland, Mr. Drake is involved in investment management, operations, business development, and strategy. Before joining Highland, Mr. Drake worked as an investment analyst at Vogel Consulting LLC, a multifamily office firm serving ultra-affluent … Continue reading Adam S. Drake, CFA

Kenneth E. Karr, CFP®

Mr. Karr has been practicing investment management since 1996 when he joined Strong Investments (now Wells Fargo) as an investment representative. Mr. Karr worked at Strong from 1996 to 2003. In April 2004, he joined a Lake Geneva based registered investment advisor as an investment advisor representative. In September 2006, Mr. Karr founded Highland Investment Advisors, … Continue reading Kenneth E. Karr, CFP®