Our Team

Marc draws on his 27 years of financial services experience to help retirees and near-retirees work toward their financial objectives. By listening to his clients and drawing on his diverse product knowledge, Marc ensures his clients get a custom-designed retirement plan that fits their goals and dreams.

With nearly 42 years of experience in finance and securities, Michael oversees the firm’s tailor-made retirement plans. He is always looking for new ways to help retirees and near-retirees earn income for life as they approach or enter retirement.

Before joining Secure Retirement Strategies, Merrick helped manage the property and casualty insurance department at a leading financial organization, where he helped small-to medium-sized businesses with their commercial line insurance needs. His mission is to do business every day as if the company’s success depends on its good name — because it does.

After working at Delaware Valley Financial Group as a marketing representative, Andrew joined Secure Retirement Strategies to provide marketing support, client data management and new business processing.

Nicholas Yashin, an alumnus of Temple University, embarked on his career in financial planning in 1999. His extensive experience, garnered through significant roles at Merrill Lynch, Bank of America, and Morgan Stanley, has been instrumental in shaping his expertise and guiding him towards realizing his entrepreneurial aspirations.

John has 20 years of experience in the financial services industry. He has committed himself to providing the best experience for customers during his career and has worked with annuities and life insurance for many years.

George is entering his 31st year as a financial services professional assisting individuals and families with annuity and insurance planning. As a sought after speaker on retirement issues for over twenty years, he has spoken before assembled groups at over 850 seminars. His knowledge base extends into areas of Long-Term Care & Medicaid Planning, and Estate Planning.

Working as Vice President, Case Design Manager Phil designs individualized retirement plans that meet client’s goals. Phil is also registered as an Investment Adviser Representative. As a long time financial analyst, Phil transitioned into personal finance after his father passed away with a calling to help as many people as possible plan for both the expected and the unexpected in retirement.

Jennifer has over 10 years of financial services industry experience. Her passion for insurance and financial services comes from valuing what it takes to protect people and their families.

Jesse holds a Bachelor’s degree in Economics from Wheaton College and has been a Certified Financial Planner™ since 2018. With extensive experience in the financial services industry, Jesse most recently served as a Financial Advisor at Vanguard and has also worked with Raymond James and D.K. Brede Investment Management.