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Our Team
Investment Philosophy
Guiding Principles


Our Team

First Harbor is committed to a strong relationship-driven approach that provides an exceptional level of service to every client. Our seasoned team members adhere to the highest standards and are well-trained and knowledgeable experts in their roles. Most importantly, we take pride in creating strong relationships, and we love what we do. Our comprehensive service provides every client with a (an):

  Benefits Consultant
  Account Manager
  Client Service Support
  Toolbox Support


Home   |    Contact   |    Events   |    Benefit Concepts, Inc.   |    Kestra Investment Services, LLC   |    Retirement Plan Advisory Group (RPAG)   


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.