Our Team

At Security Wealth Management, we serve as a partner in planning for your retirement. Our team has extensive experience working with clients with the goal of turning their financial dreams into reality. We have varied backgrounds and experience and work together as a team to meet the diverse needs of our clients.

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Our Mission

At Security Wealth Management, our mission is simple. We want to help you achieve the retirement of your dreams. To do so, we develop investment strategies specifically designed to help you pursue a comfortable retirement. We take the time to get to know you, your current situation, your dreams for the years ahead and any challenges you may face along the way. We then develop customized solutions to help you pursue your goals, so you can be confident in your financial future, knowing you're positioned to meet your goals.

We incorporate a wide range of strategies based on your current situation, long-term goals, time until retirement, comfort level with risk and any challenges you may face. We understand the importance of steady income in retirement, but we know that the only way to get there is by growing your portfolio over time. That’s why we strive to identify the perfect combination of income and growth strategies to meet your specific needs.
Our clients are seeking financial solutions to help them make their dreams come true. Our vision is to serve as a partner in this pursuit. To do so, we employ customized resources, investments, insurance solutions and retirement planning strategies, all with a focus on helping clients achieve their personal financial goals.
Our values are simple, straightforward and in line with our Midwestern roots. We strive to uphold the highest standards of honesty, integrity, respect and professionalism with our customers, on our team and within our communities. We put our clients’ best interests first in all we do because we know that’s the only way to ensure success for our clients, ourselves and our firm.