Our Team

Chad White is the Founder and President of Safe Harbor Wealth Management and proudly serves clients as a SmartVestor Pro. With the heart of a teacher he will be celebrating 30 years of experience as a Financial Advisor this January 2026, Chad specializes in helping individuals and families confidently transition into retirement by integrating investment management and proactive tax planning.

Chad holds the Certified Investment Management Analyst® (CIMA®) designation, earned through graduate-level coursework in investment management taught in conjunction with the Wharton School of Business, and the Accredited Investment Fiduciary® (AIF®) designation, which he obtained in 2004. He has also earned the Enrolled Agent (EA) designation — the highest credential awarded by the IRS to tax professionals — allowing him to blend the two worlds of investments and taxes to deliver more comprehensive Retirement Strategies. Chad is the author of the published article “5 No-Nonsense Steps to the CIMA®.”

Chad holds FINRA Series 6, 7, 24, and 63 & 65 registrations with Commonwealth Financial Network® and is licensed in Life and Health Insurance in the State of New Jersey. Securities and advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Chad resides in Southampton, New Jersey, with his wife, Patty. He has two grown daughters, Melanie and Rachel. Melanie and her husband Derek, an engineer, reside in Orlando Florida, where Melanie works for PricewaterhouseCoopers (PwC). Rachel lives in Arlington, Virginia and works for a software company. Chad also has two stepsons Mason & Dylan who are both currently attending the Business School at Penn State. Chad and his wife Patty are both active members of Calvary Chapel Gloucester County.

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Robert Hannam has been helping individuals and families work toward their financial goals for more than 35 years. Known for his unwavering commitment to his clients’ best interests, Rob closely monitors financial trends and takes pride in educating clients on strategies and services thoughtfully tailored to their unique needs and circumstances.

Rob earned his bachelor's degree in financial services from Monmouth College in 1988 and began his career in the financial services industry with Merrill Lynch in 1989. He holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network, as well as Life and Health insurance licenses. In addition, Rob has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation, conferred by the College for Financial Planning.

After spending the first two decades of his career with three of the largest banks and brokerage firms in the country, Rob grew increasingly frustrated with the corporate emphasis on firm interests over client outcomes. Believing that truly acting in a client’s best interest required independence, he made the decision to transition to independent advising. In 2009, through former broker/dealer LPL Financial, Rob joined his longtime friend and colleague, Chad White, at Safe Harbor Wealth Management. This move allowed him to provide objective, client-focused advice while remaining true to his core values of integrity, honesty, and fiduciary responsibility.

Rob has also been a featured guest on several local radio programs, where he has shared insights on retirement planning and personal finance.

Originally from Brooklyn, New York, Rob grew up in Freehold, New Jersey and currently resides in Whiting, New Jersey. He has been married to his wife for 36 years and is the proud father of three children. Outside of the office, Rob enjoys spending time with family and friends and is an avid spearfisherman and freediver, pursuits he enjoys at his second home in the Bahamas.

Laura Morrill is the Operations Manager at Safe Harbor Wealth Management and has been a valued member since joining in April 2005. Prior to that, she held licenses in auto and property and casualty insurance, and she served as office manager at an independent insurance agency.

With extensive experience, Laura oversees daily operations and supports a wide range of business functions including client onboarding and services. She oversees processes related to new account applications, as well as the management of contributions and distributions, scheduling and marketing. She works closely with Chad to ensure smooth operations and compliance regulatory adherence.

Laura’s attention to detail and commitment to operational excellence help ensure the company’s continued efficiency and client satisfaction.

A lifelong New Jersey resident, Laura lives in Ocean County with her husband of 37 years. She has two wonderful daughters and enjoys time with family, photography and travel.

Kim joined Safe Harbor Wealth Management in 2015 and brings extensive business experience to her role. She has successfully operated several businesses and currently provides bookkeeping services for a number of local companies. Kim holds her Series 6 license, as well as Life and Health Insurance licensing in the State of New Jersey. She completed the H&R Block Tax Preparation School and now offers tax preparation services. Kim is also pursuing the necessary qualifications to become an Enrolled Agent.

As a single mother of four, she understands the challenges involved in overcoming adversity and is committed to assisting others who wish to secure their financial future.

Kim is an active member of Grace and Peace Church in Toms River, where she volunteers in both the Food Pantry and Prayer Team.