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

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

MICHAEL NEFT

Managing Partner

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

LOU AARONS

Chief Operating Officer

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

MERRICK SMITH

VP of Business Development

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

FRED SCHWARTZ

Vice President

For more than 30 years, Fred’s priority has been helping retirees and pre-retirees work toward a confident

ANDREW SMITH

Marketing Director

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

CHRISTIAN FISCHER

Financial Analyst Director

Christian combines his account executive-based client skills and his experience in web administration to provide clients with

TOM YEUTTER

Head of Operations

Tom has a vast knowledge of computer operations and excellent management skills. Disciplined and determined, he also

GEORGE MARKUS

Executive Financial Planner

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

Our Team