President and Founder, Secure Investment Management
Joshua Mellberg is a licensed insurance agent. As a public speaker, he frequently conducts presentations on retirement income, as well as national training events for financial professionals in using annuities for tax and income planning strategies. He has been featured on CNBC, AZ-PBS and Yahoo! Finance.
Portfolio Manager, Investment Advisor Representative
Specializing in retirement planning, David has been successfully serving families with their financial planning, retirement, & investment needs and concerns for nearly a decade.
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.