Team
Patrick and Julie are co-founders of Safe Harbor Wealth Management, a comprehensive retirement/income planning firm located in Jerseyville, IL. With over 30 years of combined investment experience, their focus is helping clients clearly visualize some of life's greatest goals (retirement, education, endowment), then confidently and happily pursue them.
Patrick earned his CERTIFIED FINANCIAL PLANNERTM designation in 2005 and has been recognized by LPL Financial for outstanding service.He and his wife Danielle reside in Hardin, IL and have three great kids, a black lab, and a cat. He...
Julie earned her CERTIFIED FINANCIAL PLANNERTM designation in 2018 and has been recognized by LPL Financial for outstanding service. She and her husband Rod reside in Jerseyville with their three fantastic children. She enjoys...