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MARC SMITH
Partner // Registered Fiduciary™Marc draws on his 27 years of financial services experience to help retirees and near-retirees work toward
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MICHAEL NEFT
Partner // Registered Fiduciary™With nearly 42 years of experience in finance and securities, Michael oversees the firm’s tailor-made retirement plans.
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MERRICK SMITH
Partner // Registered Fiduciary™Before joining Secure Retirement Strategies, Merrick helped manage the property and casualty insurance department at a leading
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ANDREW SMITH
Marketing DirectorAfter working at Delaware Valley Financial Group as a marketing representative, Andrew joined Secure Retirement Strategies to
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NICK YASHIN
Retirement Planning SpecialistNicholas Yashin, an alumnus of Temple University, embarked on his career in financial planning in 1999. His
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JOHN BLAIR
Underwriting and Case Design // Registered Fiduciary™John has 20 years of experience in the financial services industry. He has committed himself to providing
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GEORGE MARKUS
Executive Financial PlannerGeorge is entering his 31st year as a financial services professional assisting individuals and families with annuity
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PHIL LORENZON
Case Design Manager // Registered Fiduciary™Working as Vice President, Case Design Manager Phil designs individualized retirement plans that meet client’s goals. Phil
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JENNIFER KRUEGER
Case ManagementJennifer has over 10 years of financial services industry experience. Her passion for insurance and financial services
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Timothy R. Hall
Case DesignWith 25 years of experience and a passion for ongoing education, Timothy cares deeply about helping
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