Managing Partner, Ceo
CurrentWe clearly understand it takes in-depth analysis and appropriate planning solutions tailored to meet each individual situation. Secure Planning Advisors, we employ a disciplined, structured approach to planning which, by design, helps ensure that we incorporate all your needs, goals and objectives. Our clients gain clarity and confidence through this interactive planning process. Secure Planning Advisors's platform of experienced professionals and sound financial strategies enables us to deliver customized, innovative and distinctive solutions to help our clients realize their dreams. We pride ourselves on maintaining long-term relationships built on integrity and fostered by trust. Backed by our reputation for thoroughness and objectivity, we honor our commitments and deliver on the promises made to our valued clients. Our associates and staff maintain high ethical standards 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. Secure Planning Advisors is not affiliated with Kestra IS or Kestra AS.For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.This LinkedIn profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisor Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 512-697-6000.