Our Team

We’re here to help you feel confident in your financial future.

MEET THE TEAM

The team behind Secure Retirement Strategies is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

MARC SMITH

Managing Partner // Registered Fiduciary™

Marc draws on his 25 years of financial services experience to help retirees and near-retirees work toward

MICHAEL NEFT

Managing Partner // Registered Fiduciary™

With nearly 40 years of experience in finance and securities, Michael oversees the firm’s tailor-made retirement plans.

MERRICK SMITH

Managing Partner // Registered Fiduciary™

Before joining Secure Retirement Strategies, Merrick helped manage the property and casualty insurance department at a leading

ANDREW SMITH

Vice President // Marketing Director

After working at Delaware Valley Financial Group as a marketing representative, Andrew joined Secure Retirement Strategies to

NICK YASHIN

Retirement Planning Specialist

Nicholas Yashin, an alumnus of Temple University, embarked on his career in financial planning in 1999. His

JOHN BLAIR

Vice President // Underwriting and Case Design // Registered Fiduciary™

John has 20 years of experience in the financial services industry. He has committed himself to providing

GEORGE MARKUS

Executive Financial Planner

George is entering his 31st year as a financial services professional assisting individuals and families with annuity

PHIL LORENZON

Vice President // Case Design Manager // Registered Fiduciary™

Working as Vice President, Case Design Manager Phil designs individualized retirement plans that meet client’s goals. Phil

JENNIFER KRUEGER

Director of Case Management

Jennifer has over 10 years of financial services industry experience. Her passion for insurance and financial services

Timothy R. Hall

Director of Case Design

With 25 years of experience and a passion for ongoing education, Timothy cares deeply about helping