OUR TEAM
We’re here to help you feel confident in your financial future.
Marc Smith
Partner // Registered Fiduciary™
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.
Michael Neft
Partner // Registered Fiduciary™
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.
Merrick Smith
Partner // Registered Fiduciary™
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.
Andrew Smith
Marketing Director
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.
Nick Yashin
Retirement Planning Specialist
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 Blair
Underwriting & Case Design //
Registered Fiduciary™
Registered Fiduciary™
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 Markus
Executive Financial Planner
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.
Phil Lorenzon
VP Case Design Manager //
Registered Fiduciary™
Registered Fiduciary™
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 Krueger
Case Management
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 Danielson
CFP® // Investment Planner
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.
