SECURE RETIREMENT - Key Persons
Amber and Judit are primarily responsible for our Schwab account administration and billing. They open all the new accounts, oversee transfers into accounts, and are the persons you should contact whenever you need to withdraw money from your account. Amber and Judit also make sure all clients who have Required Minimum Distributions from IRA accounts receive the appropriate amounts.
Job Titles:
- Alternative Investments and REITS Administration
) Dianne is in charge of the administration of our alternative investments. She also oversees communications with both clients and those referred to Secure Retirement, along with overseeing all our events.
Jeff joined Secure Retirement in 2012, bringing over 30 years of experience and a wide-ranging wealth of knowledge in the financial services industry. His philosophy emphasizes safe investing and long-term planning strategies to help clients sustain their financial health.
Jeff is responsible for guiding clients in retirement planning and finding financial solutions. He oversees and manages the firm's "income portfolio" strategies, with "alternative-type" investment opportunities that include sustainable investing. Additionally, Jeff leads the firm's marketing efforts and holds educational workshops and presentations, such as social security planning and safe investment products.
Seasoned in the field of retirement security, Jeff displays deep industry knowledge, which has earned him the respect and recognition of his peers. Prior to joining Secure Retirement, Jeff spent 25 years working closely with executives and advisors that span many disciplines in the financial services industry.
"The 25 years I spent working with top financial professionals across the U.S. has provided me with perspectives and best practices that truly add value to the investment and planning advice I bring to my clients. I believe in collaboration and seek out the best thinking and opportunities for clients."
Importantly, since 1983, Jeff has been recognized for his expertise and pioneering work in long-term care insurance (LTCI) planning. His industry peers called him "the Long-Term Care King." He helped develop long-term care products with respected insurers such as Allianz Life, Great American and Pioneer Life, to name a few. The products he helped design, coupled with sales and training strategies, led to thousands of financial professionals understanding the importance of helping clients plan for the potential financial and emotional consequences of long-term care.
Today, Jeff's goal is to understand what truly matters to his clients and help them get the most value from their resources. Service to his clients and his community are Jeff's true passion. He is devoted to helping others improve their lives and understand the importance of seeing "the big picture." He is known to put clients at ease with their financial decisions because of his attention to detail and good listening skills.
Jeff is a native Texan, moving from Dallas to the East Bay area of California in 2012 with his wife and two sons to work with Richard Morey.
) Jeff assists with managing the Schwab accounts (he and Richard share a complete understanding of our Schwab account management). Jeff is also in charge of all aspects of our financial planning services. These services are provided to all clients, at no additional charge. They include:
Retirement Planning
Health care planning, including Medicare and long-term care
Insurance, including life insurance and annuities
Social Security income planning
In addition, Jeff is also in charge of all of our alternative investments (described in the section on "Alternative Investments").
Judit brings her years of experience in top-tier corporate management and complex tech support to her role as Secure Retirement Client Relations Manager. Her technical and organizational skills are well suited to the demanding requirements of the position, and her warmth and people skills are appreciated by our clients.
Job Titles:
- Technology and Trading Specialist
As our IT manager heading up technology improvements at Secure Retirement, Peter has been successful in integrating our reporting software and other enhancements to the client experience.
Peter is an avid backpacker (in fact he took the landscape photo on this page). He is also our trading specialist and in-house webmaster/developer. (He hopes our visitors notice how all financial services websites tend to look alike, because most are designed by the same corporate providers. Not ours- we're independent.) Currently studying investment law and regulations, Peter plans to eventually help in an advisory role.
) Peter is our Trading Specialist and manages the technologies used at Secure Retirement. He is our in-house webmaster and oversees the website portal as well.