MEET OUR TEAM
GARY J. SICKLES, PRESIDENT/FOUNDER
Gary J. Sickles, is President and Founding Principal of Safe Harbor Wealth Management, LLC, a registered investment advisor in Dublin, Ohio and Safe Harbor Retirement Group, LLC. His passion is to assist his clients in achieving the goals and objectives that are most important to them and their family by integrating all areas of planning, which consists of estate, financial, insurance, tax and income strategies. Gary believes in preservation of assets when it comes to designing a retirement plan. Also, no retirement plan is complete until Gary designs a strategy to protect his clients' income and assets from long-term care. Gary's firms have solutions, in addition to long-term care insurance.
Mr. Sickles has been assisting his clients achieve their financial objectives since 2000. He is an investment advisor representative and holds an Ohio Life Insurance License. He continues improving his knowledge in retirement planning by attending several advanced planning industry meetings held throughout the year. Gary's clients consist of bankers, brokers, farmers, doctors, attorneys, mechanics, business owners, realtors, teachers - the list is endless.
Gary and his wife, Julia, live in Hilliard, Ohio. Family and faith are the foundations of his life and practice. Gary has a passion for his profession as a retirement consultant. The foundation of his practice is built on honesty and integrity.
HOLLY SWEARINGEN, EXECUTIVE ASSISTANT
Holly Swearingen is the Executive Assistant to Gary J. Sickles. Holly services clients, provides office support and also coordinates educational events and seminars. Prior to joining the team at Safe Harbor Wealth Management, Holly was an account manager for a third-party administrator that specialized in workers' compensation benefits, including FMLA, short-term disability and unemployment compensation benefits. Holly resides in Hilliard, Ohio with her husband and two children.
THOMAS S. DICK, DIRECTOR OF BUSINESS DEVELOPMENT
Thomas S. Dick attended the University of Michigan in Business Administration. He has spent the past 25 years in business-to-business sales as an Executive Regional Sales Manager. He also holds an Ohio Health and Life Insurance license. Thomas takes great pride in helping people reach their long-term goals. His position with Safe Harbor Wealth Management is to develop new business opportunities. Thomas lives in Galloway, Ohio with his wife, Angie, and two children.
CAROLE MACK, LEGAL SECRETARY
Carole Mack is the Legal Secretary and Receptionist for Safe Harbor Wealth Management. She has an Associate Degree in Secretarial Science and previously worked for the law firm Skadden, Arps, Slate, Meagher & Flom in Washington, DC, as a legal secretary for attorneys in white collar crimes, mergers and acquisitions, energy, corporate, litigation and anti-trust law. She has also worked for Sommer & Barnard in Indianapolis, Indiana as a legal secretary in numerous practice areas as well. Carole and her husband, Mike, live in Dublin with two sons.
SAFE HARBOR RETIREMENT GROUP
6099 Frantz Rd
Dublin, OH 43017
PHONE: 614-760-0670
FAX: 614-760-0675
E-MAIL: Holly@safeharborrg.com
