Safe Harbor Wealth, Inc. offers services beyond the traditional audit and tax areas and provides comprehensive consulting in operations, finances, and investments.
- Certified Public Accountants
- Registered Investment Advisors
- Comprehensive Financial Planners
PRINCIPALS
Jonathan Davey - jdavey@SafeHarborWealth.com
Jonathan has close to 20 years of hands-on business experience. His experience includes Healthcare, Telecommunications, Government Contracting, Software Development, and Non-Profit Organizations. His understanding and experience with the latest trends in software and technology put him in the upper percentile of his profession. He holds a Bachelors degree in Accounting from Bob Jones University and an MBA from Old Dominion University. Jonathan is a Certified Public Accountant and a Registered Investment Advisor. He is a member of both the American Institute of Certified Public Accountants and the Ohio Society of CPAs. His other duties include serving as President of Safe Harbor Wealth Investments, Inc., President of the venture capital firm of Safe Harbor Ventures, Inc., and Executive Director of Safe Harbor Christian Foundation. He is on the board of several non-profit organizations and is a frequent seminar speaker on wealth preservation and planned giving. He resides in Newark, Ohio, with his wife Shari and daughter Abigail.
Lynn Roxanne Wymer - rox@SafeHarborWealth.com
Roxanne has over 30 years experience in business operations with the majority of that spent with an international food conglomerate. She also logged several years in the telecommunications industry before entering public practice with an Ohio CPA firm. Roxanne received a Bachelor's degree in English from Muskingum College in 1973. In the late 1980s she returned to school part-time to earn a degree in Business Administration and Accounting, and was awarded the Presidential Medal by Muskingum Technical College for a perfect 4.0 grade point average. Roxanne is a Certified Public Accountant and a Registered Investment Advisor. Over the past ten years, she has tutored secondary and post-secondary students in a variety of subjects including accounting, algebra, and statistics. Before joining the firm she was a part-time instructor of accounting at Muskingum Technical College. Roxanne resides in South Zanesville with her husband and their three rescued dogs. Their oldest son is a current-year graduate of Muskingum College, and the youngest currently attends Ohio University.
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