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®).
Frank is a founding partner of Security Financial Management. He served as a member on the Advisory Board of Proequities,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™...
Charles W. Allen
Director of Recruitment and Advisor Support
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...
As a Financial Advisor, Peter is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. His mission is to provide every client with targeted,...
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...
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...
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.
