Addressing Your Needs for Today.
Helping You Plan for Tomorrow.

The Secure Planning Group Team

 

John E. Simone, AIF®, CRPC®, CRPS®, LUTCF

Managing Partner & CEO LPL Financial Advisor

(215) 540-5566

(855) 824-8884

For more than 18 years, John has been helping business owners, key executives and high-net-worth individuals transform their life aspirations into financial realities. (continues ...)

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Martin W. Minder, CFP®, ChFC®, CLU®

Managing Partner, Chief Financial Officer, LPL Financial Advisor

(215) 540-5566

(855) 824-9998

Marty’s primary objective is to help individuals, business owners, professionals and executives feel confident about their financial future. (continues ...)

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Neil Gordon, AIF®, CRPS®

Managing Partner, LPL Financial Advisor

(215) 540-5566

(855) 824-8885

Neil’s clients rely on his experience in the financial and insurance industries, and his insights as a former small business owner/operator, to help guide and educate them as they pursue their business and financial goals....

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Nicholas Canuso Jr., AIF®

Partner, LPL Financial Advisor

(215) 540-5566

(855) 824-1160

For over 16 years, Nick has been helping his clients in the accumulation and preservation of their wealth, by providing sound advice based on their individual goals and objectives. (continues ...)

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Josh Rothbard, AIF®, CDFA®

Senior Vice President, LPL Financial Advisor

215-540-5566

855-477-7770

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. During...

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Trevin Panaia

LPL Financial Advisor

215-540-5566

855-447-4445

Trevin Panaia launched his career in Financial Services in 2000 and quickly developed a flourishing practice focused on high, net worth individuals as well as small to medium sized businesses and their key executives. He realized while...

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Tom Skelley

LPL Financial Advisor

610-269-4500 ext. 3308

610-269-0839

Tom helps individuals and businesses in Bucks and Montgomery County plan for their financial future through the perfect combination of sound advice, realistic expectations, and vast resources. By working closely with you, Tom is able...

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We are pleased to welcome Jason to our team. More details to follow

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A native of the Lehigh Valley, Travis Boyer began serving his clients as a financial advisor in late 2005. He completed his undergraduate degree from Bloomsburg University, and graduated Cum Laude from West Chester University as an MBA...

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Kevin’s primary objective is to help individuals, families, and business owners identify their financial security needs and then focus on strategies that can help them pursure their goals. By providing investment, retirement, and...

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Alison Pettine is a wealth planner with Secure Planning Group, LLC. Alison works primarily with women entrepreneurs, business owners and executives to empower them to be financially proactive – taking control of...

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Beth Daemer

Director of Client Affairs

(215) 540-5566

(855) 824-7779

Beth has been in the Financial Services business for over 10 years. Her capabilities allow her to work closely with the SPG Partners to build and support the various planning strategies that are implemented. (continues ...)

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Jennifer Furey

Vice President of Client Affairs

(215) 540-5566

(855) 824-1180

Jen manages day-to-day activities for SPG Partners and clients. Our personalized service model revolves around Jen and her ability to keep updated client info in the LPL Financial Branchnet data system. (continues ...)

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Matthew Crescenzo

Retirement Plan Solutions and Client Affairs

215-540-5566

855-825-7720

Matt works closely with our advisors to assist with ERISA 404(c) and qualified default investment alternative (QDIA) requirements for our Qualified Retirement Plans.

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Tina Hesdon

Executive Assistant to Nicholas A. Canuso Jr.

215-540-5566

855-825-7730

Tina is our Director of Marketing. She has over 16 years experience in the Tax and Financial Services industry. Tina is in charge of developing and implementing marketing plans and projects, as well as expanding existing marketing...

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Denise Yagoda

Executive Assistant to Martin Minder

215-540-5566

855-253-6663

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...

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Kelly Dunning

Client Service Manager for Trevin Panaia

215-540-5566

855-482-2779

Kelly is Trevin Panaia’s Client Service Manager and has been servicing clients in the College Planning, Insurance and Investment arena for over 7 years. She maintains all of the day-to-day business activities...

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