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 has over 20 years of experience in the financial services/insurance industry and is owner and managing member of Safe Harbor Wealth Advisors, LLC and president of Safe Harbor Retirement Group, LLC.

As a fiduciary for his clients, Cory uses an open and transparent advisory process to develop strategies to help protect their financial future and prepare for future obligations.

He is an Investment Advisor Representative and Certified Financial Fiduciary® and also holds his Ohio Life and Health Insurance licenses and passed the Series 65 exam.

Cory hosts Financially Tuned, a weekly radio show that can be heard Sundays on several local radio stations, he is a frequent guest on Daytime Columbus on NBC4-TV and has a YouTube channel offering videos on a wide variety of important financial topics.

Cory earned his bachelor’s degree from Ohio University, a master’s degree in Information and Communication Sciences from Ball State University, and is a Six Sigma Black Belt. Cory and his wife Melissa live in Columbus.


Vice President

Nick has over 16 years of experience in the financial services/insurance industry and is Chief Investment Officer of Safe Harbor Wealth Advisors, LLC.

As a consultant and fiduciary for his clients, Nick provides a wide range of expertise to provide a customized and transparent process in building toward retirement and living within retirement.

He is an Investment Advisor Representative as well as a Charter Financial Consultant, Certified Underwriter, and an Accredited Investment Fiduciary. He also holds his Ohio Life and Health Insurance license as well as FINRA Series 6, 26, 62, & 63 Securities licenses.

Nick attended The Ohio State University studying Business and has spent his career continuing to be a study of the financial services industry. When he is not working, Nick loves spending time with his wife, Krista, and their two daughters. He also enjoys golfing and rooting on the Buckeyes in the fall.


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.


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.


Marketing Director / Licensed Agent specializing in Medicare

Melissa oversees corporate communications and marketing as well as special events for clients. She has her Ohio Life and Health license and works with clients to help them choose Medicare coverage for their needs. 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.


Programs Coordinator

Erin oversees informational programs and client events as well as coordinating client communications. Erin attended California Polytechnic University Pomona on a volleyball scholarship. She previously worked for UPS before taking some time off to start a family. Erin resides in Columbus with her husband and daughter.