President and founder of Safe Harbor Financial, Joe Thurmond specializes in retirement planning, 401k rollovers, IRA transfers, and retirement income protection. Through his planning techniques, his clients obtain individualized financial plans that may reduce risk, save tax dollars, protect assets from long term care costs, and avoid probate.* In everything he does, Joe strives to provide safety, simplicity, and ultimately peace of mind to his clients.
Joe Thurmond
Shelby is Safe Harbor Financial’s newest team member, but she’s known Joe for over three decades. (He’s her dad!) After spending the last decade working in special education and social work roles, Shelby recently made a bold career move, choosing to following in her father’s footsteps with Safe Harbor Financial. After a year of experience, she is now licensed in Health, Life, and Annuities and eager to take on bigger roles with her dad’s guidance. Though she has much respect for the knowledge and experience he shares, she can’t promise she won’t make any jokes about him along the way.
Shelby (Thurmond) Viguier
Joining the family tradition at Safe Harbor Financial is Jean-Baptiste (JB) Viguier. Married to Shelby, Joe Thurmond's daughter, Jean-Baptiste brings a valuable skill set developed through his experience in business management, customer service, and real estate transaction management. His background in managing complex transactions and prioritizing client needs translates well to the financial planning world, ensuring that clients receive organized and efficient service. Together with Shelby and Joe, Jean-Baptiste is committed to helping clients achieve their financial goals with clarity and confidence.
Jean-Baptiste (JB) Viguier
Shayna has been apart of the Safe Harbor Financial team since 2017. Prior to that, she has close to a decade of experience with Insurance Underwriting. Her dedication and past experience makes her a great asset to the team. She has had her state license since early 2019, which enables her to assist clients a great deal with her knowledge.