2420 South Lakemont Avenue
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.
How We Work
We are a group of people who are generous with our time, true to our word, and passionate about providing a whole new level of service, entirely. Named among the Top Financial Planning Firms by the Orlando Business Journal, SFM has everything you’re looking for in a world-class firm. With each year in business, we find ourselves growing both our services and our solutions for our clients.
Managing Partner/Financial Advisor
Dave is a founding partner of Security Financial Management. He holds the designation of Certified Financial Planner™ (CFP®).
Frank is a founding partner of Security Financial Management. He served as a member on the Advisory Board of Concourse, Inc...
Mike is the Managing Partner for Security Financial Management in Brevard County. In addition to holding his Series 7, Series 66, life, and variable annuity licenses, Mike holds the designation of Certified Financial Planner™...
Chief Operations Officer/Partner
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 Concourse Corporate in the Operations and...
Director of Recruitment and Advisor Support
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...
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...
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...
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...
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.
Financial Advisor Terry George has a true passion for helping people grasp financial concepts and achieving their financial goals. With over 14 years of serving clients at Ameriprise Financial, he brought experience and professionalism...
Viki was introduced to financial investing in her late 20’s and quickly realized she discovered something she was truly passionate about and had a natural ability to excel. Growing up in a single mother’s home since Viki...
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...
John is a financial advisor and has been serving clients in the Central Florida area since 1986. John attended the University of Florida and obtained a finance degree from the UF Warrington College of Business. He holds the series 7,...
Daniel S. LaForest was born and raised in Central Florida. Growing up in Apopka, he is the oldest of three children. He attended East Tennessee State University in Johnson City, TN. As a scholarship recipient and letterman of the...
Brent Ramsey is a 2nd generation Floridian who attended high school at Oviedo High School and college at Tampa Technical College. He married his high school sweetheart, Lynne, and has 2 boys. He Joined SFM in early 2019 after...
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...
Sylvia joined Security Financial Management in 2011. She is a host of the Dave Ramsey Financial Peace University and The Legacy Classes. Sylvia is active with several...
Stephen has been a Financial Advisor since 2007 and joined Security Financial Management Melbourne office in 2012. Stephen is a graduate of Mississippi College with a Bachelor of Science in Chemistry. He and his wife Laurie reside in...
Laurie is an administrative assistant and joined the team at Security Financial Management in 2018 and is in our Orlando office. She is originally from Nashville, TN and relocated to Orlando in 2005. She has been in the financial...
Client Services Representative
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.
Director Of Marketing
Robert J. Lovaglio is a business enthusiast who has successfully managed projects and employees in multiple regions from the South to Midwest to the West Coast. As the Director of Marketing, Robert holds certifications in Health, Life,...
Paraplanner, Advisor Assistant
Kelley is a paraplanner/advisor assistant and joined Security Financial Management in February of 2022. She has been in the financial industry for over 16 years and has held the Series 7,9, 10 and 63 with experience at both Charles...