The Secure Planning Group Team

 

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 ...)

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Martin W. Minder, CFP®, ChFC®, CLU®

Managing Partner, Chief Financial Officer, 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’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...

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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...)

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Tom Skelley

Financial Advisor

610-269-4500

855-824-8884

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...)

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Jason Forsythe is a Financial Advisor with Secure Planning Group. He is also licensed as an insurance specialist. (continues...)

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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...)

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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 aim to help make their goals a reality. (continues ...)

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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...)

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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 ...)

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Matthew Crescenzo

Retirement Plan Relations and Client Services

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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Jennifer Furey

Director of Operations and Client Affairs

215-540-5566

855-824-1180

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...)

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Tatiana joined Secure Planning Group in March of 2015 as an administrative assistant for the Life and Financial Services Department. (continues...)

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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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Mike Ellis

Operations Manager

215-540-5566

855-217-9910

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...)

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Jennifer Paul

Executive Assistant to Joshua Rothbard, AIF®, CDFA & Alison Pettine Hecker, ChFC®, CLF®

215-540-5566

Jen works for Secure Planning Group, LLC in the role of Executive Assistant & Case Manager. (continues...)

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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...)

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