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

 

Founder, Safe Harbor Fiduciary

In Memoriam

Certified Public Accountant

Certified Tax Coach

Accountant

IRS Enrolled Agent

 

Bookkeeper

Visit

700 S Palafox St, Suite 300

Pensacola, FL 32502

 

3290 Dauphin St, Suite 506

Mobile, AL 36606

Call

FL     : 850-435-4844

AL     : 251-471-2955

TF     : 877-318-6639

FAX   : 850-435-4843

 

 

 

© 2021 Safe Harbor Fiduciary

 

Investment advisory services are offered through Safe Harbor Fiduciary, LLC, a Registered Investment Advisor. Insurance products and services are offered through Safe Harbor Tax Advisory, LLC.

Safe Harbor Fiduciary, LLC and Safe Harbor Tax Advisory, LLC are affiliated companies.