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.