Who we are

Daniel Harper, Co-Founder and Principal of Harbor & Pine Financial Group, LLC., was introduced to the financial services industry at an early age, when, as a thirteen-year old looking to invest the money he earned mowing lawns, an adviser helped him to buy shares of WorldCom, rather than the shares of Apple he had initially hoped to purchase. Though WorldCom ultimately went bankrupt and Apple ultimately went on to become, well, Apple, the experience did not turn Daniel off entirely to the financial services industry. Instead, it ignited a lifelong curiosity about investing, good financial decision-making, and how financial advisors can best bring value to their clients’ lives.

“It is my firm belief that advisors and clients fare best when each fully understands who the other is, what they value, what goals they have, and what kind of lives they ultimately want to lead. From this firm basis of shared understanding, a plan is formed—as well as a relationship—and transforms these visions into reality.”

Daniel serves business owners, farmers, union employees, and high net worth families. His areas of specialization include: Investment Solutions, Retirement Planning, Estate Planning, Business Solutions, and Insurance Design.

When he is not in the office, Daniel enjoys spending time with his wife Hannah and their two dogs, Maude and Clementine. An avid outdoorsman, Daniel can routinely be found snowboarding at Mt. Baker Ski Area, hiking on one of Whatcom County’s many trails, riding his bike, running, practicing yoga, or golfing. He also enjoys cooking, movies, music, and reading novels.

Education

Lynden High School, 2005

Stanford University, Bachelor of Arts, 2011

The University of Alabama, Master of Fine Arts, 2018

Professional Certifications

Chartered Life Underwriter (CLU®)

Chartered Financial Consultant (ChFC®)

Community Involvement

Money Management Educators, Volunteer Instructor

Jordan Ellis, Co-Founder and Principal of Harbor & Pine Financial Group, LLC., was introduced to the financial services industry as a young adult, when he was approached by a financial advisor who helped him get his first term life insurance policy. Through nearly a decade of working with his adviser he was introduced to income replacement protection, permanent life insurance planning, tax advantaged savings, and investment strategies. His eagerness to learn, coupled with his passion for education, drove him to share his saving, protection, and investing strategies with his friends and family. And, in 2019, he decided to make that passion his profession and become a financial advisor

“I grew up with parents that were both educators and have always had a proclivity to share ideas that I know could enrich the lives of the people around me. Financial education is something that I feel is lacking in our society. It’s my mission to make holistic financial planning, and professional financial advice, accessible to the 99% if Americans who need it the most.”

Jordan enjoys serving small business owners, solo entrepreneurs, state and federal employees, educators, young families, and retirees. His areas of specialization include: Protection Planning, Investment Strategies, Education Funding Solutions, Retirement Income Planning, Group Benefit Solutions, Estate and Legacy Planning.

A native Minnesotan, Jordan and his wife Megan have lived in Western Washington for 10+ years and love everything the PNW has to offer. When he is not in the office, Jordan can be found playing with his wife Megan and their two children, Willa and Hank; working in his yard; doing projects around the house with a toddler by his side; or helping his neighbors with projects of their own. A lifelong musician, Jordan enjoys playing drums or marimba. And he also tries to squeeze in as many early-bird golf rounds as possible throughout the year, so that he can get home early enough to have breakfast with his family.

Education

Christ’s Household of Faith School, 2007

American College of Financial Services, 2021-Present.

Professional Certifications

Financial Services Certified Professional (FSCP® )

Community Involvement

Sound Business Leaders – Business Networking Group- President

Parker Reyes is a Financial Advisor with Harbor and Pine Financial Group. He works with individuals, families, and business owners to help them better understand their financial picture and make thoughtful decisions about their future. With over a decade of customer service experience, Parker brings a detail-oriented and relationship-focused approach to financial planning, insurance, and investment conversations.

Parker joined Harbor and Pine on August 1, 2023, working closely alongside Daniel Harper and the advisory team in a client service and support role. During that time, he gained valuable experience assisting with client relationships, financial planning conversations, and day-to-day advisory operations. On July 2, 2026, Parker transitioned into his role as a Financial Advisor, allowing him to serve clients more directly while continuing the same standard of care and attention he developed in his previous role.

Parker has earned his Washington State Life and Health License, along with his Series 7 and Series 66 securities registrations. These credentials allow him to assist clients with a broader range of planning needs, including protection planning, retirement strategies, investment guidance, and long-term financial goals.

Born in Texas and raised in Colorado, Parker eventually made his way to Washington when his then-fiancée, now wife, attended Western Washington University. The two originally met while playing video games online. Outside of work, Parker enjoys spending time with friends and family, eating good food, and being an active member of his church.

Sofia is the Registered Service Assistant at Harbor & Pine Financial Group, where she provides administrative and client service support to the team. She helps coordinate client service needs and supports the day-to-day operations of the practice with a focus on care, accuracy, and professionalism. She works closely with the advisory team to support help keep clients' financial strategies on track.

Sofia holds her Washington State Life and Health License and has earned her FINRA Series 7 registration. She takes an active interest in financial topics and continues to expand her knowledge of the financial services industry while supporting the team. Before joining Harbor & Pine Financial Group, Sofia spent nearly 20 years at BNY Mellon, where she specialized in investment performance and risk analytics. Her extensive background in the investment industry provides a strong analytical foundation that complements her commitment to providing professional and attentive client service.

Originally from the Kitsap Peninsula, Sofia spent much of her adult life in the Seattle area before relocating to Ferndale in 2024 to enjoy a quieter pace of life. Outside the office, she enjoys spending time with her husband, their dogs, and their feisty cat.

Riley Reyes, the Administrative Assistant of Harbor & Pine Financial Group, LLC., is the newest member. He serves the public with the highest levels of customer service by ensuring needs are met precisely and swiftly. Riley takes an active interest in financial topics and continues to expand his knowledge of the financial services industry while supporting the team in his administrative role.

Riley is a new Washington resident after living in Colorado for over twenty-five years thanks to his brother Parker’s recommendation for the position. He has a bachelor’s degree from the University of Colorado, Colorado Springs in Business Management and a minor in International Business. He enjoys spending time diving into culture, domestic and international, learning languages, and immersing himself into the various creative mediums like television and music.