Our Team is Your Team

 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. 

 

President/CEO

Registered Financial Consultant®, National Social Security Advisor

 

 

Vice President of Operations

 

Marketing Director

Annuity Operations Specialist

 

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Founder, Safe Harbor Fiduciary

In Memoriam

Certified Public Accountant

Certified Tax Coach

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Accountant

IRS Enrolled Agent