Nate has 26 years of experience in banking and financial services. Nate’s extensive industry 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. While there he learned the fundamental values of putting client’s interests first and using comprehensive financial planning as a roadmap to long-term financial success. He is a graduate of the University of Arizona.
As a SIM Relationship Manager, Andy is committed to providing the highest level of customer service to his clients and the advisers with which he works. His roles include developing customized investment portfolios and providing ongoing education to his clients and his team of advisers.
Since 2007, Jason has worked in multiple facets of the financial services industry, including experience as a client services associate, broker, loan officer, financial professional, and investment adviser.
Secure Investment Management 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.
It’s All About You
Getting to know you is our most important step. Our team is trained to listen first. We want to understand your financial goals, thresholds for risk and even what you like to do in your spare time. After all, how can we effectively manage your money if we don’t know you?