
MARC SMITH
Managing Partner // Registered Fiduciary™Marc 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™With 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™Lou 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™Before 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™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
Vice President // 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
Director of Case ManagementJennifer has over 10 years of financial services industry experience. Her passion for insurance and financial services
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