Our Team

George Reilly, J.D., LL.M. (Tax), CFP®

Principal

703-829-SAFE (7233)

Originally from Long Island, New York, George earned his bachelor's degree from Manhattan College and his law degree from Saint John's University School of Law. In 1997, George earned a Masters in Law degree from George Washington University School of Law with a specialization in income taxation and estate planning.

George is also a Certified Financial Planner™, a designation awarded by the Certified Financial Planner Board of Standards Inc. upon completion of a rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. Although fewer than 5% of all of the CFPs in the U.S. also have a law degree, George recognized the importance of the financial planning process in preparing a comprehensive estate plan, and earned this certification in 2002 to enhance his legal practice. Safe Harbor Financial Advisors serves as a complementary business to George’s estate planning practice with both firms using a similar holistic approach to client needs.

During his 22 year Navy career as a member of the Judge Advocate General’s Corps, George served as the Navy's Tax Counsel during three separate assignments. In that position he represented the interests of Navy leadership as well as Sailors and their families with respect to tax legislation, regulations, and policy. He also operated and later supervised the Navy’s electronic income tax filing program.

Dolores "Didi" Dorsett, M.S.
Candidate for CFP® Certification

Associate Financial Planner

703-829-SAFE (7233)

Dolores “Didi” Dorsett joined Safe Harbor Financial Advisors in 2015, bringing over 25 years of experience leading organizations and people, managing diverse work forces, and planning and executing complex programs across the Defense Department and private sector. 

She began her transition into the financial services field after previously serving as a senior manager with Boeing’s Defense, Space & Security team and retiring from the Navy following a 20-year career as a naval intelligence officer that included four tours applying her resource management experience and financial management sub-specialty.  During this transition, Didi earned an Executive Certificate in Financial Planning at Georgetown University.  She passed the Certified Financial PlannerTM exam in July of 2015.

Early in her Navy career, a colleague introduced Didi to a fee-only, hourly planner and that experience began a journey that brought her to the Safe Harbor team.  She understands first-hand the value of sound financial planning and advice presented early in one’s career.  Implemented and adjusted periodically to meet evolving economic conditions and personal goals, such a plan can lay the foundation for financial independence and peace of mind. 

Didi is passionate about offering comprehensive financial planning services tailored to meet each client’s unique needs, and believes that Safe Harbor’s fee-only, hourly planning model is ideal for those seeking professional, objective service with no account minimums. 

Originally from California, Didi earned a bachelor's degree from the United States Naval Academy and a Master of Science in Management (Financial Management) from the Naval Postgraduate School.  She is a member of the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA).  Didi lives in Northern Virginia and enjoys traveling and spending time in New Mexico.  

Frank Boucher, CEBS, CFP®

Financial Planner (Of Counsel)

703-829-SAFE (7233)

Financial services veteran Frank Boucher recently retired as the owner and founder of Boucher Financial Planning Services (BFPS). While affiliated with Safe Harbor, BFPS was a separate planning practice.

Although Frank is officially retired from practice he is still serving as a mentor and resource for Safe Harbor and we may yet convince him to become semi-retired later in 2017. He is retaining his status as a Certified Financial Planner™ and is remaining active with the Garrett Planning Network.

Frank has been authorized to use the CFP® mark of distinction since 1999. He also holds the Certified Employee Benefit Specialist (CEBS) designation, a credential he earned by completing a 10 course program jointly developed and administered by the International Society of Certified Employee Benefit Specialists and the Wharton School of Business. 

He is a registered advisor with the National Association of Personal Financial Advisors (NAPFA) and a member of the Financial Planning Association (FPA) and serves on several committees of the National Capital Area chapter. Through its affiliation with BFPS, Safe Harbor is a member of the Garrett Planning Network, Garrett Planning Network, a national organization of like minded planners who feel that all consumers, regardless of their net worth or the size of their bank account should have access to independent, professional, affordable advice when they need it.

Frank is a resource for the print and on line media and has been frequently quoted in the Washington Post, the Washington Business Journal, CNNMoney.com, bankrate.com, msnmoney.com and others.

Frank was named a top fee-only advisor for 2014 in Washingtonian Magazine. He is also listed as an ‘Expert Financial Advisor” in Northern Virginia Magazine.

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