Our Team is Your Team

Registered FInancial Consultant® 

Certified Estate and Trust Specialist™

Vice President of Operations


 At Safe Harbor, we are dedicated to helping you secure the investments of your future. Our team of skilled professionals have over 30 years of experience and will help to advise and guide you toward the financial freedom that you and your family deserve. 


Certified Public Accountant

Certified Tax Coach



Managing Director

Registered Financial Consultant®



 Administrative Assistant