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Jeremy is the founder and president of Safe Harbor Retirement Advisors and has been a successful independent insurance broker since 2012. He feels that changing this industry is his calling and that people deserve to be served, not sold when it comes to approaching their finances. His objective is to simplify his client’s complex concerns and develop straightforward solutions to help them understand the most efficient course for their retirement.
Jeremy founded Safe Harbor because he found that the industry wasn’t being fair to him or his clients, and he wanted to approach their needs with the personal understanding they deserve. Motivated by what’s most important in life, Jeremy strives to empower his clients to find true meaning in their wealth and in their lives.
With a degree in travel and tourism management from UNC Wilmington, Jeremy feels blessed to be able to provide a customer service based approach to his client’s timelines. Throughout college, Jeremy was a student-athlete who participated on the track team while remaining dedicated to his work ethic by working full-time at a hotel.
A native North Carolinian, Jeremy enjoys golfing, smoking BBQ, going to the beach and spending time with his wife, Charlie, and their dog, Scoot. As an active member of his community, Jeremy is a volunteer security coordinator for Mercy Hill Church, where he and his wife lead a community group on Wednesday nights.
Providing valuable service is Anna’s specialty, as she truly feels a passion for helping people. As our Marketing Director, she schedules client appointments, leads Safe Harbor’s marketing initiatives and helps plan client events and workshops.
Anna was raised in Burlington, N.C. and graduated from the University of North Carolina at Chapel Hill with a bachelor’s degree in political science and communication studies.
She met her husband, Ben, in college and they have been married since 2013. They met Jeremy and Charlie at Mercy Hill Church where Anna enjoys serving in the Kid's Ministry. In her free time, Anna spends time with her husband, daughter and their dog, Bear, watching UNC sports and regularly getting together with their church group.
Brent specializes in home, auto, commercial and business insurance. He works for the Bank of Oak Ridge and we are blessed to be able to offer his expertise to our clients. Brent was great to work with and saved us a considerable premium.
Robert specializes in estate planning and real estate law. He works for Stegall and Clifford PLLC and we are thankful for his partnership. To learn more about Robert, you can read his bio here.