For more than 22 years, John has been helping business owners, key executives and high-net-worth individuals transform their life aspirations into financial realities. (continues ...)
Marty’s primary objective is to help individuals, business owners, professionals and executives feel confident about their financial future (continues ...)
Neil’s clients rely on his experience in the financial and insurance industries, as well as his insights as a business owner / operator, to help guide and educate them as they pursue their own business and family financial goals...
Before coming on board at Secure Planning Group, LLC, Jenn had 10 years of experience in the automotive industry working with 30 sales/service representatives. Since joining Secure Planning Group, LLC 6 years ago (continues...)
Matt works closely with our advisors to assist with ERISA 404(c) and qualified default investment alternative (QDIA) requirements for our Qualified Retirement Plans.
Kevin’s primary objective is to help individuals, families, and business owners identify their financial security needs and then focus on strategies that aim to help make their goals a reality. (continues ...)
Jason Forsythe is a Financial Advisor with Secure Planning Group. He is also licensed as an insurance specialist. (continues...)
Tom helps individuals and businesses owners all over the Delaware Valley plan for their financial future through the thoughtful combination of objective advice, realistic expectations, and vast resources. (continues...)
Denise is the Executive Assistant for Martin Minder. Denise joins Secure Planning Group with over 13 years of experience in the Trust and Estate Planning field. Denise attended the University of North Carolina at Chapel Hill. She lives...
A native of the Lehigh Valley, Travis Boyer began serving his clients as a financial professional in late 2005. Travis entered the field with Keystone Financial Management as a personal financial advisor. (continues...)
Alison Pettine joined Secure Planning Group, LLC as a Wealth Advisor in 2016. She is passionate about empowering women entrepreneurs, business owners, and executives to be financially proactive. (continued...)
Josh Rothbard is a Registered LPL Financial Advisor and Insurance Broker. He helps business owners and professionals create financial plans to keep more money in their pockets while working toward their financial goals. (continues...)
As a dedicated Operations Manager for Secure Planning Group, LLC; Mike manages the day-to-day operations supporting the Secure PG staff and clients. Mike integrates award winning industry tools to (continues...)
Zac joins Secure Planning Group, LLC in the role of Marketing Manager and is charge of SPG’s visual communications via print and web. (continues...)
Tatiana joined Secure Planning Group in March of 2015 as an administrative assistant for the Life and Financial Services Department. (continues...)
Jen works for Secure Planning Group, LLC in the role of Executive Assistant & Case Manager. (continues...)
Lori works for Secure Planning Group, LLC as bookkeeper and payroll support. (continues...)
For more than 24 years, Steve has been an insurance and investment advisor. His clientele includes business owners, attorneys, accountants and individuals mostly in the family market with children. (continues ...)
