Meet Our Team

With the heart of a Teacher, Founder and President Chad White is honored to serve his clients as a SmartVestor Pro. A student of Dave Ramsey’s teachings, Chad has attained Baby Step 7 by practicing what he preaches...

Robert Hannam has been helping clients work toward their financial goals for more than 25 years. Recognized for his dedication to his client’s best interest, he continuously tracks financial trends and educates his clients on the...

Laura Morrill joined Safe Harbor Wealth Management in April 2005 after working as a stay-at-home mom for 10 years.

Amy has always loved personal finance, however it often felt overly complicated. She could save but would end up using that savings to pay off her credit card every month. She played the game of charging everything for the points...