805.465.7365
Conner D. Rehage
Financial Advisor, President, CEO
Conner D. Rehage is the President and CEO of Harbor Hills.
Conner excelled in math from an early age and so decided to pursue an education in finance. Immediately upon graduation from college, Conner went to work for Edward Jones Investments. He was trained in the extremely competitive “Financial Advisor Career Development” program for six months before being put in charge of the Montecito office at 23 years old. Conner grew assets under care in Montecito quickly to more than five times the highest amount they had ever been, expanding the practice to serve more than 300 households.
Read MoreConner D. Rehage
Financial Advisor, President, CEO
805.465.7365
Conner D. Rehage is the President and CEO of Harbor Hills.
Conner excelled in math from an early age and so decided to pursue an education in finance. Immediately upon graduation from college, Conner went to work for Edward Jones Investments. He was trained in the extremely competitive “Financial Advisor Career Development” program for six months before being put in charge of the Montecito office at 23 years old. Conner grew assets under care in Montecito quickly to more than five times the highest amount they had ever been, expanding the practice to serve more than 300 households.
In 2016, Conner made the decision to leave Edward Jones after his father passed away, becoming president of his father’s life and health insurance agency, The Rehage Organization. After stabilizing that business, Conner wanted to get back to managing money, He was one of the first advisors to join Partnervest Advisory Services, which is a local Registered Investment Advisory (RIA) firm.
In 2019, Conner formed Harbor Hills Financial Advisors, a full team of personal financial specialists. Conner specializes in portfolio management, individual stock selection, fiduciary analysis, risk analysis and behavioral coaching, while the other members of his team specialize in financial planning, retirement planning, wealth preservation, wealth transfer, estate planning, insured products, charitable planning and hedge funds.
In his personal life, Conner has been involved in the community, joining boards and volunteering for organizations like the Montecito Rotary, Montecito 4th of July Parade, Montecito Beautification Day, Coast Village Business Association, and the Montecito Association. He is married to Gianna, a nurse at the local hospital and they have three children, Preston, Adler and Vesper. Conner and his family love spending time outside. You can find them hiking, biking and surfing all over town.
Anthony C. Purpero
Senior Financial Advisor, Partner
Tony is a senior financial advisor with more than 40 year of experience in the investment and wealth management services. Prior to joining Harbor Hills, Tony was senior vice president of investments, senior portfolio manager, and financial planning specialist for Smith Barney. He was one of the first advisors to join Partnervest Advisory Services, which provides comprehensive and client-tailored wealth planning for business owners, professionals, and individual clients. His key objectives when it comes to creating financial plans for his clients are to minimize risk, preservation of principle, and to help preserve and grow assets.
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805.451.8849
Marcos Alvaro
Vice President
Marcos Alvaro has gained a profound understanding of the financial services industry throughout his 12 years in the business. His mission is to help clients prepare for life’s unexpected turns by designing and implementing a customized plan for long term financial success.
Marcos spent 11 years with JP Morgan Chase, and was recognized as a National Achiever; which is only for top performing employees, 6 out of his 11 years with the firm.
Read MoreMarcos Alvaro
Vice President
805.451.8849
Marcos Alvaro has gained a profound understanding of the financial services industry throughout his 12 years in the business. His mission is to help clients prepare for life’s unexpected turns by designing and implementing a customized plan for long term financial success.
Marcos spent 11 years with JP Morgan Chase, and was recognized as a National Achiever; which is only for top performing employees, 6 out of his 11 years with the firm.
In his spare time, Marcos and his wife Irene, enjoy giving back to the community by volunteering and supporting our local youth. Marcos supports organizations such as the United Boys and Girls Clubs of Santa Barbara County, The Unity Shoppe, The Kids n Bikes Foundation, Los Prietos Boys Camp, and others.
Anthony C. Purpero
Senior Financial Advisor, Partner
805.680.8879
Tony is a senior financial advisor with more than 40 year of experience in the investment and wealth management services. Prior to joining Harbor Hills, Tony was senior vice president of investments, senior portfolio manager, and financial planning specialist for Smith Barney. He was one of the first advisors to join Partnervest Advisory Services, which provides comprehensive and client-tailored wealth planning for business owners, professionals, and individual clients. His key objectives when it comes to creating financial plans for his clients are to minimize risk, preservation of principle, and to help preserve and grow assets.
As part of the Partnervest philosophy, he utilizes a team of specialists including CPA’s, estate and tax attorneys, trust advisors, insurance and other specialists to place the needs of his clients concerns above everything else. He views every client relationship as a partnership, striving for excellence to meet his client’s needs and goals. He is committed to providing clients with the peace of mind they need by guiding investment decisions aimed at reaching their individual financial needs. He feels it is necessary to educate each client in an effort to help them understand the financial decisions they are making, and the importance of their specific goals. Focusing on the long-term vision rather than a short-term gain, Tony strives to provide excellent service and value to each and every one of his clients.
Ashley Nichols Blevins
Director, Client Services
Ashley is a graduate of The University of Pennsylvania, Wharton School of Business, with a B.S. in Economics degree. A former employee of KPMG, Ashley has experience as a Financial Services Consultant, servicing the banking, insurance and real estate industries.
After becoming a mother to four active children, Ashley chose to pause her career in the financial markets. Now, with teenage children, Ashley has reentered financial services, focusing on angel investing and her role in client services at Harbor Hills Wealth Management.
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