Brian is the Founder/President and CEO of Secure Money Advisors, as well as the lead advisor and main speaker at our events. He founded Secure Money Advisors in 2007. He is licensed with the state of Pennsylvania for annuities, life, accident and health insurance. Brian works with our team to help our clients plan for a worry-free financial future. You can catch Brian’s radio show Retirement You Radio on 94.5 3WS Saturday mornings.
As another licensed advisor at the office, Neil holds licenses in life and health insurance and annuities. Neil meets with new prospects to help guide a retirement that is based on peace of mind and confidence. He is also qualified to assist current clients in the review process or other general questions you may have. Neil frequently attends the educational events as the presenter or to engage with the attendees.
You‘ve surely seen Meagan Pfaff’s smiling face when you step into our office or when you attend our events. As most of you know, Meagan handles scheduling appointments, client events, and seminars. She will be more than happy to get you scheduled, take your reservation for a seminar, or connect you with the appropriate team member.
Maggie is here to assist you with all aspects of your financial plan and is also a licensed annuity, life and health insurance professional. She is qualified to answer all questions regarding your accounts and provide recommendations when needed. Maggie will meet with you for your annual reviews yearly or any other time throughout the year.
Cindy is our New Business Specialist. She meets with clients to sign new account applications and all related paperwork associated with each new account and will ensure the process is completed quickly. Cindy is the person you will want to contact if you need a status update on your account, to take a withdrawal, or to make any changes to your account to suit your individual needs.
Danielle works remotely assisting New Business with account servicing. She is available to schedule your annual reviews and deliveries and assist with changes to your account such as updating beneficiaries and processing withdrawals.
Susan works behind-the-scenes to ensure that Secure Money Advisors operates like a well-oiled machine. She handles all the finances for the company. Additionally, you may very well see Susan helping out at seminars, our client events, or filling in at the office when we need an extra hand. Susan will be glad to assist you in any way that she can.