Management Team
Management Team
Terry Mendez Chief Executive Officer
Terry Mendez has been the CEO of Safe Harbor Financial since February 2025. He has extensive experience in strategic planning and operational transformation within the information technology and cannabis industries. In his role as founder of Amos Advisory Solutions, Mr. Mendez served as the CEO of both single-state and multi-state cannabis operators successfully leading turnaround efforts. Terry began his career in public accounting with Arthur Andersen and Deloitte & Touche. Previously, he served as the vice president of Finance and global chief accounting officer for Hitachi Vantara, a subsidiary of Hitachi, overseeing 52 countries.
Jeffrey KayChief Marketing Officer
Jeffrey Kay is a marketing leader with extensive experience spanning cannabis and financial services. He has served as Chief Marketing Officer for multiple multi-state cannabis operators, overseeing brand development, product strategy, and growth initiatives across retail, wholesale, and cultivation operations. Earlier in his career, Jeffrey founded and led his own marketing agency, where he built and executed strategies for clients across finance, consumer products, and cannabis. He also held senior roles at agencies including The Marketing Arm (Omnicom) and DDB Needham. In addition to his operating experience, Jeffrey has served on numerous boards in both the cannabis industry and public financial services, contributing to strategic planning, governance, and growth initiatives. At Safe Harbor, he leads marketing strategy and execution, guiding brand evolution, lead generation, and partner initiatives to support national growth
Mike ReganChief Investment & Strategy Officer
Mike Regan leads Safe Harbor’s capital strategy and corporate development initiatives. He holds an MBA from MIT Sloan and a finance degree from Georgetown University, with earlier roles in research at Credit Suisse, Deutsche Bank, and hedge funds Roubaix Capital and Hawkshaw Capital. Since 2019, Mike has specialized in the legal cannabis sector, founding Excelsior Equities, an investment bank serving cannabis equities. At Safe Harbor, Mike drives capital planning and develops innovative financial products tailored to the needs of cannabis operators.
Douglas BeckPrincipal Accounting Officer
Douglas Beck is a certified public accountant with extensive experience leading financial operations and transformations across multiple industries. He joined Safe Harbor in 2025 as Senior Vice President and Controller, overseeing accounting, financial planning, and compliance. Doug’s career includes serving as Chief Financial Officer, where he guided companies through capital raising, mergers and acquisitions, SEC compliance, and strategic planning. He holds a Bachelor of Science in Accounting from Fairleigh Dickinson University and is a New York CPA. Doug is also a member of the New York State Society of CPAs, serving on its SEC and CFO committees.