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Our Team
Investment Philosophy
Guiding Principles


Unwavering Values

Sincere Integrity:
First Harbor is relentless in ensuring that every action we take and statement we make are honest, purposeful, and trustworthy. We extend that expectation to our key associates and hold them accountable to the highest of ethical standards. Collectively, we have the opportunity to positively impact the lives of individuals, families and employees. This opportunity is great, and therefore, our team is passionately committed to acting with the interests of clients in mind.

100% Independent:
As independent brokers and agents, we have the freedom to offer solutions without regard to quotas and compensation. We are not aligned with any proprietary products or their incentives. That leaves us completely free to select and identify the strongest performing managers and products. The result? Plans that are formulated based on your qualifications, proven track records and careful consideration of cost.

Experienced Advocate:
Our leadership has over 28 years of experience supporting hundreds of businesses and individuals as they made important insurance and investment decisions. Time, experience and an endless pursuit of knowledge have resulted in true competency and expertise. Even more significant, is the deep desire to serve as a trusted advocate to each and every client and their dependents. We act as the voice of reason and expertise as we inform, recommend and devise your specific plan. First Harbor has an uncompromising commitment to making sure your loved ones or your employees are wholeheartedly cared for.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with First Harbor or any other entity listed on this website.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.