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 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, 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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Josh Rothbard, AIF®, CDFA®

Senior Vice President, LPL Financial Advisor

215-540-5566

855-447-7770

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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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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Jason Forsythe is a Financial Advisor at Secure Planning Group, LLC, with the independent firm LPL Financial. He’s been in the financial planning business since 2012, and has been with Secure Planning Group, LLC in Downingtown...

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

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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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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

Financial Advisor, Retirement Plan Relations

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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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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As a dedicated Marketing Manager for Secure Planning Group, Mike manages the day-to-day operations supporting the Secure PG staff and clients. Mike integrates award winning industry tools to enhance the client experience, developing...

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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. With a degree in graphic design he brings with him over 11 years of experience in design and...

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