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.