Broker Check

Team

A brief description of our response time: Zero to Sixty

While Security Financial Management has a strong management team, we consider everyone who touches your account an important part of our family. On this page, you’ll find people who share our vision of doing the right thing. Not to mention an impressive response time.

 

Dave is a founding partner of Security Financial Management. He holds the designation of Certified Financial Planner™ (CFP®). Dave is an SmartVestor Pro for the Dave Ramsey Organization. 

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Frank is a founding partner of Security Financial Management. He holds the designation of Registered Financial Consultant (RFC). Frank is a SmartVestor Pro for the Dave Ramsey Organization. He served as a member on the Advisory Board...

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Mike is the Managing Partner for Security Financial Management in Brevard County. He holds the designation of Certified Financial Planner™ (CFP®) and is a SmartVestor Pro for the Dave Ramsey Organization. 

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Keith Moore

Chief Operations Officer/Partner

(407) 740-6553

Keith is head of Operations and Compliance for the firm and has been with SFM since 2010. He began his career in finance with A.G. Edwards in Birmingham, Alabama and continued his success at ProEquities Corporate in the Operations and...

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Charles W. Allen

Director of Recruitment and Advisor Support

(321) 383-8815

Charlie joined Security Financial Management in 2016 as Director of Recruitment and Advisor Support. He began his career as a Group Insurance Sales Representative with The Guardian Life Insurance Company of America and continued his...

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Suzanne has over 15 years experience as a Financial Advisor and has been with Security Financial Management since 2009. She is a graduate of Florida Atlantic University with degree in Psychology. Suzanne is the Chairperson of Winter...

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Daniel has been a Financial Advisor with Security Financial Management since 2010. Prior to joining SFM, he was an accountant and advisor for a regional broker dealer. Daniel is a graduate of the Warrington College of Business at the...

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Sylvia joined Security Financial Management in 2011 and holds the designation of Registered Financial Consultant. She is a host of the Dave Ramsey Financial Peace University and The Legacy Classes. Sylvia is active with several...

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Bob began his career in finance with Morgan Stanley and continued his success developing Central Florida markets for securities and insurance education. He is founder of Financial Knowledge Shop, tutoring and coaching and bringing...

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Cindy Fowler is a Florida native and has been in the financial services industry since 1996. She received her Master of Science degree from Troy University in 1995 and her Certified in Long-Term Care (CLTC) designation in 2005.

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Stephen has been a Financial Advisor since 2007 and joined Security Financial Management Viera office in 2012. Stephen is a graduate of Mississippi College with a Bachelor of Science in Chemistry. He and his wife Laurie reside in...

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Austen joined Security Financial Management in 2015. He is graduate from the A.B. Freeman School at Tulane University with a Bachelor of Science in Business Management while also lettering 4 years for Tulane's football team. He...

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Robert joined Security Financial Management in 2015. He is a graduate of Loyola University New Orleans where he was a four year scholar athlete on their basketball team. He earned a Bachelor of Science degree in Business Administration...

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Al has been in the investment planning business since 1984 where he began his career with Lincoln Financial and continued his success at the Resource Group of Winter Park. He holds the designation of CERTIFIED FINANCIAL PLANNER...

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Mitch joined Security Financial Management in 2017. He graduated Cum Laude at University of Florida where he earned a Bachelor of Science degree in Finance with a minor in Real Estate. He resides in Winter Park, Florida and is a member...

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Cathy Bursey is a Client Services Representative and has been with Security Financial Management since 2003. Cathy comes from an extensive background in the Hospitality Industry.

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Jennifer is a graduate from Valencia College with a General Associates Degree. Before joining Security Financial Management in 2015, Jennifer worked as a pre-school teacher.

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Rita Martinez moved to Central Florida in 1994 from Long Island, New York. She has been in the financial planning industry for 20 years working with advisors, clients and for a local broker/dealer.

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Kim Romney

Client Services Representative

321-383-8815

Kim is an administrative assistant with our Viera office. She is originally from Long Island, New York and relocated to Florida in 2001 with her husband and three children.

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Sandra is a Client Services Representative in our Orlando office. She is originally from New York and moved to Orlando in 2014. Before joining our SFM team in 2017, she worked in the mortgage industry for over 10 years.

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