About Secure Retirement Strategies
Here’s our story. We look forward to hearing yours.
Secure Retirement Strategies brings together professionals with diverse expertise and experience whose mission is to help those who seek financial security enjoy their retirement.
We listen to our clients and develop customized solutions to meet their financial objectives. While there are no absolutes, we believe the financially sound retirement should weigh much more heavily toward guarantees and certainties than hopes and good intentions.
We are an independent firm with no allegiance or responsibility to anyone but you. While the full range of financial services and products are available to create a safe, secure financial plan, we only use those products and strategies that best meet your goals. Each person and family is different, so each financial plan is tailored and custom-fit.
We pride ourselves in not only treating our customers with the utmost respect and like our own family but also following strict ethical and moral guidelines in our practices. We are a registered member of the National Ethics Association that follows an ethics pledge: “To inform and develop relationships with individuals and families who are concerned about financial and estate protection during retirement.”
We are a trust-based financial firm that doesn’t believe in the typical sales tools used by many companies today. Our goal is to provide families with an informative experience in a low-pressure environment.
Marc draws on his 25 years of financial services experience to help retirees and near-retirees meet their financial needs. By listening to his clients and drawing on his diverse product knowledge, Marc ensures that his clients get the custom-designed retirement plan that’s right for them.
Before joining Secure Retirement Strategies, Marc was a managing partner of a leading financial organization, where he initiated the unique “Suite of Services” platform. This service brought together the broadest range of non-proprietary products to the marketplace under one roof.
Some of Marc’s career highlights include being recognized with the prestigious GAMA Master Agency Award for the past 15 years and the GAMA International Management Diamond Award in 2012. He also was the youngest partner and leading sales manager in the United States at New York Life, was a Top of the Table qualifier in his fourth year in the business and ranked No. 2 with Equitable Life Insurance Company in his second year in the business.
Marc is regarded for his honesty, passion, integrity, relationship building and high ethical standards, and he is a certified member of the National Ethics Association. While all of Marc’s achievements are gratifying, they pale in comparison to the pleasure he gains from helping others.
Marc graduated from the University of Denver with a Bachelor of Arts in mass communications. He was also a visiting student at the University of Pennsylvania General School of Studies. He is involved in many charitable organizations and enjoys traveling, exercise, art, reading and spending time with his wife and four sons.
Michael relies on nearly 40 years of experience in finance and securities to oversee Secure Retirement Strategies’ tailor-made retirement plans. He is always looking for new ways to help retirees and near-retirees throughout the country earn income for life as they approach or enter retirement.
Michael has held senior management positions at heavyweights Janney Montgomery Scott, Prudential Securities and Shearson American Express. Before joining Secure Retirement Strategies, he spent seven years as an executive director with Oppenheimer.
Over the course of his career, Michael has attained a special compliance background, bringing more than 20 years of experience as a dispute resolution arbitrator for the Financial Industry Regulatory Authority (FINRA). During his tenure with FINRA, Michael has arbitrated more than 50 cases, resolving disputes between brokerage firms, clients and brokerage firms, and employees and brokerage firms. Michael’s other affiliations include being a board member of the New York Stock Exchange Disciplinary Hearing Board for eight years, a board member of the New York Stock Exchange Acceptability Board for two years, a member of the National Ethics Association and a Dispute Resolution arbitrator for the National Futures Exchange for 14 years.
Michael’s problem-solving skills were recognized when he was appointed as an arbitrator for the National Association of Securities Dealers (NASD) in 1991, the New York Stock Exchange in 1992 and the National Futures Exchange in 2003. In addition, Michael is a Registered Advisor under the NFL Players’ Association Financial Advisors Program, a highly restrictive qualifying program sponsored by the NFL Players Union. Michael also holds numerous securities and commodities licenses.
Michael is currently a Registered Investment Advisor(RIA) with Duke & Duke Wealth Management, LLC, and is a managing partner for Secure Retirement Strategies.
Michael graduated from the University of Pittsburgh with a Bachelor of Arts in political science and history. He has been married for more than 40 years and has three sons and a granddaughter. Michael’s hobbies include sports, weight training, biking, cooking, traveling, and researching and building Napoleonic-era model ships.
Chief Operating Officer
As chief operating officer for Secure Retirement Strategies, Lou uses his more than 30 years of experience in the financial services industry to ensure that every retirement plan developed and implemented meets the client’s current goals while remaining flexible enough to adapt to an ever-changing future.
Prior to joining SRS, Lou served as CEO and chief compliance officer of a regional broker-dealer, where he worked closely with industry regulators and registered representatives to ensure compliance and proper suitability in the sale of investment products and services.
As a private banker, Lou satisfied the banking needs of select high-net-worth professionals and business owners, which afforded him the opportunity to develop skills in a wide variety of financial services, like mortgages, investment management and family trusts.
Lou is a graduate of Albright College. He and his wife, Connie, have two sons. When not at the office, Lou enjoys bowling and golf.
Before joining Secure Retirement Strategies, Merrick helped manage the property and casualty insurance department at a leading financial organization, where he worked closely with small to medium-sized businesses on all aspects of their commercial line insurance needs. Merrick’s mission is to do business every day as if the company’s success depends on its good name — because it does. Indeed, the company’s reputation is his most precious asset.
Merrick has a Bachelor of Arts in finance and real estate from the University of Denver. He also holds licenses in life and health insurance and annuities. When not at the office, Merrick likes skiing, yoga, tennis, traveling and cooking.
Andrew Smith brings several years of experience in the financial services industry to Secure Retirement Strategies. Prior to joining the firm, he worked at Delaware Valley Financial Group as a marketing representative. Andrew’s roles include marketing support, client data management and new business processing. In addition, he prides himself on directing client information to ensure each one of their specific needs is met. Andrew understands that client experience is the most important part of our work.
Andrew is a graduate of Rollins College, where he earned a Bachelor of Arts in anthropology and also studied international business. His hobbies include traveling, skiing, swimming, hiking and soccer.
Financial Analyst Director
Christian combines his account executive based client skills and his web administration knowledge skills into his pursuit for providing clients with deserved attention and essential information. His mission is to give clients a clear message of the products we offer and to assure their satisfaction. His specialty is providing complex retirement cases with straightforward, numbers-based solutions on a case-to-case basis. He understands that each client has different needs, and his main focus is to craft resolutions particular to those needs. He has always been a leader and a team player, whether in captaining swim teams, lacrosse teams and cross country teams, or when he provided training and guidance as a hiring executive.
Christian is a graduate of Boston University with a Bachelor of Arts in history. He holds licenses in accident, health and life insurance as well as annuities. When not at the office or in client meetings, Christian enjoys walking, playing music, reading, cooking, catching up on current events and talking with friends.
Head of Operations
Tom has a vast knowledge of computer operations and excellent management skills. Disciplined and determined, he is also goal-oriented and has what it takes to help ensure the Secure Retirement Strategies team has everything they need to get the job done right for their clients.
Tom is an accounting major at Saint Joseph’s University and has plans to acquire his CPA. He has previous experience interning at an accounting firm, and, before joining Secure Retirement Strategies, worked at the Horsham Athletic Club in sales as well as at Vitamin Shoppe.
In his free time, Tom enjoys powerlifting, bodybuilding, off-roading, building hot rods and spending time with his closest friends and family.
We'll help you plan your retirement with a set of investments
customized for your situation.