MEET THE TEAM
The team behind Secure Retirement Strategies is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

MARC SMITH
Managing Partner, Registered Fiduciary AdvisorMarc draws on his 25 years of financial services experience to help retirees and near-retirees work toward
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MICHAEL NEFT
Managing Partner, Registered Fiduciary AdvisorWith nearly 40 years of experience in finance and securities, Michael oversees the firm’s tailor-made retirement plans.
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LOU AARONS
Chief Operating Officer, Registered Fiduciary AdvisorLou puts his more than 30 years of financial services experience to work ensuring that every retirement
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MERRICK SMITH
Managing Partner, Registered Fiduciary AdvisorBefore joining Secure Retirement Strategies, Merrick helped manage the property and casualty insurance department at a leading
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ANDREW SMITH
Vice President, 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 is a graduate of Temple University and started his financial planning career in 1999. His
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JOHN BLAIR
Vice President, Underwriting and Case Design, Registered Fiduciary AdvisorJohn has 20 years of experience in the financial services industry. He has committed himself to providing
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GEORGE MARKUS
Executive Financial Planner, Registered Fiduciary AdvisorGeorge is entering his 31st year as a financial services professional assisting individuals and families with annuity
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PHIL LORENZON
Vice President, Case Design Manager, Registered Fiduciary AdvisorWorking as Vice President, Case Design Manager Phil designs individualized retirement plans that meet client’s goals. Phil
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