Investment Advisor Representative
David joined Secure Investment Management in May of 2010. As an Investment Advisor, David maintains a fluid relationship with clients, both locally and around the United States, in the continuous assessment of their portfolios and investment & retirement income approaches.
Nate has 26 years of experience in banking and financial services. Nate’s extensive professional experience began with working for a large regional bank working with the bank’s investment portfolio and foreign exchange division.
Andy joined Secure Investment Management in 2014. Before joining SIM, he worked with Edward Jones Financial as a Series 7 licensed Registered Representative.
Secure Investment Management (SIM) is an independently owned, SEC Registered investment advisory firm that has core values centered on integrity and trust. It’s our mission to help you succeed with a financially secure and enjoyable retirement.
We aim to help you achieve your financial goals with minimal risk and volatility, and we strive for your experience with us to be enjoyable, comfortable and profitable. It’s our calling to thoroughly educate you about your options and to help you choose what’s best for you. Our team of advisors and portfolio managers are experienced, skilled, well educated and ethical. Read More…