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.