Our Team

We’re here to help you feel confident in your financial future.

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 Advisor

Marc draws on his 25 years of financial services experience to help retirees and near-retirees work toward

MICHAEL NEFT

Managing Partner, Registered Fiduciary Advisor

With nearly 40 years of experience in finance and securities, Michael oversees the firm’s tailor-made retirement plans.

LOU AARONS

Chief Operating Officer, Registered Fiduciary Advisor

Lou puts his more than 30 years of financial services experience to work ensuring that every retirement

MERRICK SMITH

Managing Partner, Registered Fiduciary Advisor

Before joining Secure Retirement Strategies, Merrick helped manage the property and casualty insurance department at a leading

ANDREW SMITH

Vice President, Marketing Director

After working at Delaware Valley Financial Group as a marketing representative, Andrew joined Secure Retirement Strategies to

NICK YASHIN

Retirement Planning Specialist

Nicholas Yashin is a graduate of Temple University and started his financial planning career in 1999. His

JOHN BLAIR

Vice President, Underwriting and Case Design, Registered Fiduciary Advisor

John has 20 years of experience in the financial services industry. He has committed himself to providing

GEORGE MARKUS

Executive Financial Planner, Registered Fiduciary Advisor

George is entering his 31st year as a financial services professional assisting individuals and families with annuity

PHIL LORENZON

Vice President, Case Design Manager, Registered Fiduciary Advisor

Working as Vice President, Case Design Manager Phil designs individualized retirement plans that meet client’s goals. Phil