Gary J. Sickles
Founder and CEO
Gary, owner and founder of Safe Harbor Retirement Group, LLC and Safe Harbor Wealth Management, LLC, has a passion for his profession that is evident to everyone he meets. When creating Safe Harbor Retirement Group, LLC and Safe Harbor Wealth Management, LLC, his mission was to provide personalized, high quality financial services for a diverse group of clients at all income levels.
As owner and managing member for Safe Harbor Wealth Management, LLC, Gary works to provide low-risk, personalized investment management strategies. Gary has extensive knowledge of the pressing issues facing those who are retired or about to retire. He has created hundreds of personalized plans aimed at meeting the financial and retirement goals of his clients, and his success is due to a lasting commitment to help each and every one of his clients achieve the objectives that are most important to them.
As an investment advisor representative, his credentials include Ohio Life and Health Insurance licenses, and a Series 65 securities registration. Gary hosts Financially Tuned, a weekly financial radio show, and is the author of “Your Guide to a Worry-Free Retirement.” Gary lives in Beavercreek with his wife Gwen and has one son and five grandchildren.
Cory excels in presenting Safe Harbor Retirement Group, LLC clients with solutions that help protect their financial future, and prepare for future obligations. He works to help people set and achieve financial goals that provide strategies for greater wealth, financial peace of mind, and confidence in their future.
As owner and managing member of Safe Harbor Wealth Advisors, LLC, Cory’s credentials include Ohio Life and Health Insurance licenses, and is a registered Investment Advisor Representative with a Series 65 securities license. Cory also hosts a weekly financial radio show “Financially Tuned,” that can be heard Sundays on several local radio stations. Cory earned his bachelor’s degree from Ohio University, a master’s from Ball State University, and is a Six Sigma Black Belt. Cory and his wife Melissa live in Columbus.
Vice President of Operations
In addition to her many duties overseeing office operations, Holly works closely with Safe Harbor Retirement Group, LLC clients to facilitate life and annuity applications, as well as provide any service or support needed.
Holly is also chief compliance officer for Safe Harbor Wealth Management, LLC. Holly’s credentials include Ohio Insurance licenses for life, health & variable annuities. Prior to joining the team at Safe Harbor, Holly was an account manager for a third-party administrator specializing in workers’ compensation benefits, including FMLA, short-term disability, and unemployment compensation benefits. Holly resides in Hilliard with her husband and two children.
Client Service Specialist
Julianna assists with processing the operational and administrative parts of the business in a seamless and efficient manner. In addition, she works closely with the Safe Harbor Retirement Group, LLC clients. Julianna is a graduate of Kent State University where she received a bachelor’s of science in travel and tourism management. Her credentials include an Ohio Licenses for life & health insurance.
Melissa oversees corporate communications and publications and coordinates special events for clients. Melissa previously worked as the marketing director for Nashville Public Radio and the Tennessee Performing Arts Center in Nashville, TN. Melissa earned her bachelor’s and master’s degrees from Ball State University. Melissa and her husband Cory live in Columbus.
Erin oversees informational programs and client events. Erin attended California Polytechnic University Pomona on a volleyball scholarship. She previously worked for UPS before taking some time off to start a family. She is now happy to be back in the workforce after sending her daughter off to kindergarten. Erin resides in Columbus with her husband and daughter.