

Safe Harbor Financial Information
Contact top employees from
Safe Harbor Financial
Summary
Founded in 1986, Safe Harbor Financial is a premier distributor of Annuity
and Life Insurance products, contracting over 20,000 Independent
Advisors across all 50 states. Through years of ...Show more
Industries
Insurance
Headquarters Location
Employees Size
10-50 employees
Specialties
Fixed Index Annuities, Fixed Annuities, Life Insurance, Asset-based LTC
Founded
1986
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Safe Harbor Financial shows a diverse range of experience levels:
16% for 1–2 years16% for 3–4 years21% for 5–7 years21% for 8–10 years26% have over 11 years of service at Safe Harbor FinancialEx-employees positions
In Company
In New Company
Contact top employees from
Safe Harbor Financial
Sheri Fransua
Training Manager
Julie Lesicki
Business Development Executive
Maureen Fanelle
National Sales Director
Fred Niehaus
Board Chair
Alexander Meyers
Compliance Manager
Cheryl Carr
National Sales Director
Rachel Fox
Compliance Manager
Rick Hoffman
Manager - Customer Relations - Banker
David Wren
Owner
Amanda McComb
Vice President
Cynthia Peters
Human Resources Manager
Jack Honebrink
National Sales Director
Edgardo Strobel
Private Banker
Kimberly Seefried
VP of Onboarding and Financial Institutions
Brigette Loyd
AVP of Services
Michelle Kast
Special Accounts/Fintech Manager
Nathan Axtell
Onboarding Specialist
Paul Federico
Director of Life Sales & Marketing
Sophia Embry
Onboarding Specialist
Casey Conway
Relationship Manager
Jonathan Strickland
Relationship Manager
Ashley Allen
Relationship Manager
Kayla Madrid
Account Manager
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FAQ
Safe Harbor Financial operates in the Insurance industries. More details can be found on the official website: safeharborfinancial.com.
The headquarters of Safe Harbor Financial are located in West Deptford, United States.
You can contact Safe Harbor Financial by phone at 800-422-0557.
Safe Harbor Financial currently employs 10-50 people.