Meet the professionals who can help you Pursue Your Goals


We help individuals and families work toward achieving their ideal retirements.

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.

 

Our Mission: Securing Your Tomorrow...Today

marc

Marc SmithManaging Partner

Marc draws on his 25 years of financial services experience to help retirees and near-retirees work toward their financial objectives. By listening to his clients and drawing on his diverse product knowledge, Marc ensures his clients get a custom-designed retirement plan that fits their goals and dreams.

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. He also was the youngest partner and leading sales manager in the United States at New York Life.

Marc has passed the Series 63 securities exam and holds licenses in life and health insurance and annuities in New Jersey and Pennsylvania. He graduated with a Bachelor of Arts in mass communications from the University of Denver.

In his free time, Marc assists many charitable organizations and enjoys traveling, exercise, art, reading and spending time with his wife and four sons.

Contact Marc

Phone: 610.888.4673
Email: msmith@srsstrategies.com

michael

Michael NeftManaging Partner

With nearly 40 years of experience in finance and securities, Michael oversees the firm’s tailor-made retirement plans. He is always looking for new ways to help retirees and near-retirees 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.

Michael has more than 20 years of experience as a dispute resolution arbitrator for the Financial Industry Regulatory Authority (FINRA). At FINRA, he arbitrated more than 50 cases, resolving disputes brokerage firms had with clients, employees and other brokerage firms. Michael also served as 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 and a dispute resolution arbitrator for the National Futures Exchange for 14 years.

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 has passed the Series 63 and 65 securities exams, holds licenses in life and health insurance and annuities in New Jersey and Pennsylvania, and is registered as an Investment Adviser Representative. He graduated with a Bachelor of Arts in political science and history from the University of Pittsburgh.

Michael has been married for more than 40 years and has three sons and a granddaughter. His hobbies include sports, weight training, biking, cooking, traveling, and researching and building Napoleonic-era model ships.

Contact Michael

Phone: 610.639.8976
Email: mneft@srsstrategies.com

lou

Lou AaronsChief Operating Officer

merrick

Merrick SmithVice President of Business Development

fred-300x300

Fred Schwartz Vice President

andrew

Andrew SmithMarketing Director

christian

Christian FischerFinancial Analyst Director

tom

Tom YeutterHead of Operations & Underwriting

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 866.481.5211