FirstHarvest Wealth Management Group

FirstHarvest Wealth Management Group opened its doors on February 26, 2021. We provide financial advisory services tailored to your needs and go the extra mile to ensure you meet your financial goals. We adhere to our own set of principles and are not bound by the corporate management to follow an engineered solution. At FirstHarvest Wealth Management Group, customers are our most valuable asset; hence we do whatever it takes to make them happy and satisfied. We aim to create a personalized relationship with every client and understand their goals and challenges. If you need personal or professional advice, get in touch with FirstHarvest Wealth Management Group.

Focus
For more than 30 years, Doug Stein has built a reputation for delivering solid financial planning and service to select businesses and families throughout the U.S. He and his experienced team build strong relationships with clients, creating truly personalized, comprehensive wealth strategies that range from addressing basic needs to complex goals.

​Background & Experience
Doug is the Managing Partner of FirstHarvest Wealth Management Group and is based in Salina, KS.  A financial professional since 1988, Doug has gained the kind of in-depth knowledge that comes from decades of experience guiding his clients though the ups and downs of the markets.  He started his career with Edward Jones, spending several years in Texas before returning to Kansas to be closer to family.  In 1996, Doug joined A.G. Edwards in Salina which later became a part of Wells Fargo Advisors.  Doug earned his CERTIFIED FINANCIAL PLANNER™ practitioner designation in 2006, meeting rigorous education, training, and ethical standards.  As a CFP® recipient, he is committed to always serving his clients’ best interest.

Away From the Office
A native of Wright KS, Doug grew up on a farm learning the value of hard work.  While earning his B.S. in Business from Fort Hays State University, he also realized his dream of playing baseball at the collegiate level as a utility infielder for the Fighting Tigers. He has remained close to his sports roots as a volunteer Coach for area youth Baseball and Softball teams. Doug is also a dedicated advocate for his community and sits on the board of the Catholic Diocese of Salina Finance and Investment Committees, the endowment board of St. Mary Queen of the Universe Grade School, and the Fellow Man International Foundation, supporting a medical mission in Honduras.  Additionally, Doug is Past President of the Salina Rotary Club and volunteers with Salina Area United Way.  Doug and his wife, Donna, have 3 children – Ryan, Kate, and Megan.

Focus
For 19 years, Kim has provided her clients comprehensive investment planning with a holistic approach. When a working relationship is developed, Kim takes into consideration the ideal lifestyle, goals, values, and priorities to create an investment plan that works best for each client.
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Background & Experience
Kim is a Partner with FirstHarvest Wealth Management Group and is based in Salina, KS.  Kim began her career as a Financial Advisor in 2002, developing her fundamental investment knowledge with a local firm, before joining A. G. Edwards in 2003, a predecessor firm of Wells Fargo Advisors.  In 2007, she earned her CERTIFIED FINANCIAL PLANNER™ practitioner designation from the Certified Financial Planner Board of Standards, Inc.  For this designation, Kim completed approved educational programs, passed rigorous examinations, and met stringent experience requirements.  In February 2021, Kim made the decision to start her own financial firm and like-minded team, co-founding FirstHarvest Wealth Management Group and affiliating with Raymond James Investments.
During her career, Kim has helped clients build their financial strategies by focusing on each individual’s specific needs.  With extensive experience throughout major shifts in the markets, Kim has dedicated her career to delivering the personalized investment planning services her clients deserve.

​Away From the Office
Kim graduated from the University of Georgia in 1991 with a Bachelor of Science in Agriculture.  Kim met her husband Kelly while working in the pharmaceutical industry in southwestern Kansas.  Together, they are the 5th generation to operate the family farm in rural Abilene, KS.  They have two sons in high school, Mason & Austin.   Kim enjoys following her sons’ activities, including football, track, 4-H & FFA.  Kim is active in her community, volunteering and holding multiple leadership positions in her church, her sons’ schools, the Holland Sunflowers 4-H club, the Master Gardeners of Saline & Ottawa Counties, and the Junior League Club of Abilene.

Focus
Sincerity and professionalism are constants in Julie’s approach to customer service and administrative support as she advocates for client needs. As our Client Service Manager, Julie is called upon to carry out administrative tasks that keep the financial team operating smoothly.

Background & Experience
After working for over 15 years as a Client Associate at Wells Fargo, Julie made the decision to join FirstHarvest Wealth Management Group in February 2021.  We like to give our clients personalized care tailored to their needs, and Julie’s sincerity and hospitality are the icing on the cake. She also collaborates with marketing and business planning. Julie is proud to be part of FirstHarvest Wealth Management Group, as a firm that maintains its focus on financial guidance and planning for individuals and families.

​Away From the Office
A life-long Salina, KS native, Julie graduated from Sacred Heart. In her free time, she likes to cook, and spend time with her husband Shaun, and her fur babies – Bear & Frankie.