2420 South Lakemont Avenue
Entrusting your money to someone else is not something you do blindly. Whomever you choose to work with will have an important role in your financial future, so we thought you might want to get to know our advisor team a bit more so you can put names with faces and have more confidence in the processes and plans we’ve created for you!
Viki and Suzanne are two of our top advisors. They have been with our firm for years and have been in the industry for decades. In this video, they explain who they serve, what they do, and how they help their clients. Watch this video to learn more about why they have dedicated their careers to financial planning and how to get in touch with them and learn more about our firm.
Suzanne has over twenty years of experience in the financial industry. In this video she explains the importance of taking a holistic approach in your financial journey to make sure you are prepared for both the good and the bad bumps along the way. Watch this video to learn more about Suzanne's approach to helping you reach your financial freedom.
Dan is a big sports fan and is very active in his community. In this video Dan explains the importance of developing a personal relationship with each client. Watch this video to learn more about how Dan combines his passion for sports with finances.
Daniel has been a Financial Advisor with Security Financial Management since 2010. In this video Daniel explains the advantages of building comprehensive plans with his clients to help focus on financial goals. Watch this video to learn more about Daniel's approach to help remove the stress of reaching financial freedom.
John has over thirty-four years of experience helping clients achieve financial goals. In this video John explains the importance of developing an individualized approach for each client. Watch this video to learn more about how John creates unique strategies.
Following in his family's footsteps, Mitch is hoping to help make a true impact in his community. In this video Mitch shares the importance of a team approach. Watch this video to learn how Mitch uses a team approach to ensure each client gets the personalized plan they need.
Stephen has over a decade of financial experience. In this video Stephen explains importance of personalized plans. Watch this video to learn how Stephen usesfinancial tools to help clients be able to focus on what matters most to them.
Austen is a Certified Financial Planner. In this video Austen outlines the importance of applying the fundamental principals he learned playing football while working with his clients. Watch this video to learn how Austen applies teamwork, discipline, and trust to build personalized plans for clients to reach their goals.
At Security Financial Management, we see you as part of our family, so we hope you enjoyed getting to know some of the key players that make up our team. If you have any questions about how your money is invested or if your financial plan is on track, or just want to meet Viki and Suzanne in person, schedule a call today or reach out to us at SFM@sfmadvisorgroup.com.
Security Financial Management is an independent financial services firm dedicated to delivering exceptional service built on reliability and trust. With 3 locations in Central Florida and 1 in Rochester, MN, SFM has been partnering with clients for over 25 years, providing comprehensive financial planning. To learn more about Security Financial Management, connect with them on LinkedIn.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. is affiliated with Kestra IS and Kestra AS.
Security Financial Management is independent of Kestra Investment Services, LLC (Kestra IS),