President

Growing up, my grandmother would share stories of working in her father’s grocery store during the Great Depression. At 97 years old, she never forgot the impact of him leveraging his business to serve his community in its time of need. The values that my great grandfather instilled in my grandmother; she instilled in me from a young age. Mainly, how leveraging your knowledge and business can have a life changing impact for the families you serve. That is living a life of true significance and legacy.

Being an independent fiduciary was never part of my plan. I went to college to be a division one athlete and become an architect. I quickly realized that the plan I had made for myself was not what I was meant to do. I wanted to build something that allowed my kids to grow up with the same example that my grandmother had in her father. At 26 years old, I got married and started Safe Harbor Retirement Advisors. And so, the journey began.

When you choose to live out your calling, it doesn’t feel like work, but a mission. I am blessed to invite families into our private financial planning family office who know that there is a better way to plan for generational wealth and legacy than what they have been finding in corporate America. If you believe that financial planning is about more than just discussing returns once or twice a year, I’d love to meet you. You can’t buy more time, so let us help you maximize your impact with the time you have.