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.
LPL Financial Advisor
LPL Branch Manager
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...