SECURITY FIRST ASSET MANAGEMENT - Key Persons

Job Titles:

• Events & Marketing Coordinator

Born in Sarasota, FL, Allycia relocated to the small town of Chester, GA in 1991. After attending Middle GA College, Allycia married her husband, Rex, and was presented with the opportunity to be a stay-at-home mother to her four children. Eleven years later, all of her children are now attending school and she accepted an offer to join the Security First Asset Management team as the Marketing Coordinator in April of 2013. When she's away from the office, she enjoys serving in the women's organization of her church, reading books, sewing, and spending time with her family. How she may help you: Allycia is responsible for coordinating the company's public financial education programs, client educational events, and community events. If you have questions regarding company events, she is the person you want to contact.

Job Titles:

• Administrative Assistant

Brenda was born and raised in Nebraska and came to Georgia by way of the United States Army where she met and married her husband, Wayne. They have 2 children - Kristi who lives in Buford, Georgia and Jonathan who lives in Augusta, Georgia. They also have 2 grandchildren, Zoey and Isabel. She has held numerous positions in administration, management and human resources throughout her career. Most recently Brenda managed a retail eye care establishment in middle Georgia. Brenda joined the Security First Asset Management staff in January 2024 as an Administrative Assistant. She is happy to help provide support to our clients and advisors and is looking forward to meeting and servicing everyone!

Job Titles:

• Wealth Advisor
• Wealth Advisor and Chief Operating Officer

Chad, our Chief Operating Officer, brings a wealth of knowledge to Security First Asset Management, having started his career in the financial services industry in 1995. Over the years, he has assisted numerous individuals in meeting their investment and insurance needs. Chad's experience lies in pre- and post-retirement planning, particularly in income-producing assets. He also possesses exten… Chad, our Chief Operating Officer, brings a wealth of knowledge to Security First Asset Managemen… Chad, our Chief Operating Officer, brings a wealth of knowledge to Security First Asset Management, having started his career in the financial serv…

Job Titles:

• Customer Service Manager

Christy was born and raised in Sacramento, CA. After meeting her husband Cory in 2006, she made the decision to move to Georgia. She began working at Security First Asset Management in December 2006 as the marketing coordinator. Since joining the team, she has increased her knowledge of the financial services industry and now assists Daniel, Shayna & Chad with all incoming and outgoing business, while ensuring the office is running smoothly when they are away. Christy and her husband have two children, Daphne and Cameron. When not in the office, she enjoys spending quality time with her family, teaching fitness classes, and serving her church calling. Her goal is to provide exceptional service to the advisors and all Security First clients. How she may support you: She supports existing clients by handling withdrawals and responding to general inquiries and communications.

Job Titles:

• CEO
• President

Daniel, our President, focuses on pre- and post-retirement planning, with a strong focus on income-producing assets, tax-efficient investments, securities, and annuities. Drawing from his background as an educator, he shares his extensive knowledge of IRS distribution options, working diligently to help individuals maximize their retirement benefits while minimizing taxes and fees. Daniel's dee… Daniel, our President, focuses on pre- and post-retirement planning, with a strong focus on incom… Daniel, our President, focuses on pre- and post-retirement planning, with a strong focus on income-producing assets, tax-efficient investments, sec…

Job Titles:

• Business Processing Manager

Elaine was born in Norfolk, VA and moved with her family to Thomasville, GA at the age of 10. She moved to Macon, GA in 1985 - where she met her husband, Gary and they have been married for over 20 years. She worked in the corporate world for over 25 years in Marketing, Training & Sales Development. When she was faced with a career change, she came onboard at Security First in the Fall of 2015 … Elaine was born in Norfolk, VA and moved with her family to Thomasville, GA at the age of 10. She… Elaine was born in Norfolk, VA and moved with her family to Thomasville, GA at the age of 10. She moved to Macon, GA in 1985 - where she met her hu… Elaine was born in Norfolk, VA and moved with her family to Thomasville, GA at the age of 10. She moved to Macon, GA in 1985 - where she met her husband, Gary and they have been married for over 20 years. She worked in the corporate world for over 25 years in Marketing, Training & Sales Development. When she was faced with a career change, she came onboard at Security First in the Fall of 2015 as the Administrative Assistance/Marketing Coordinator for the Macon Office. When not in the office, she enjoys spending time with her family, reading, entertaining and travel. She also is very active in her church and in her community with volunteer work. Her goal is to make your visit with Security First pleasant and memorable by providing exceptional service to clients and potential clients. She serves as your first point of contact, to greet you when you visit the Macon Office. She is always listening for how we can better serve our clients. How she may support you: She supports existing clients by handling withdrawals and responding to general inquiries and communications.

Job Titles:

• Wealth Advisor

Jon joined the Security First Team in March 2022 while still a college student. Jon graduated from Middle Georgia State University in August of 2022 with a Bachelor's in Business Management with a concentration in Financial Economics. He has a Series 7 License, Series 66 License, Life License, and Variable Products License. Jon grew up in Cochran, GA. He married his wife, Savannah, in 2019. They live in Warner Robins, GA, and welcomed a baby girl to their family in April. Outside of work, Jon has a plethora of hobbies that take up his time. First and foremost, he loves spending time with his family and having adventures with them. Jon loves the outdoors, whether it is running, swimming, hiking, kayaking, or playing pickleball. He also loves to cook for family and friends, serve in his church, and sing with his brothers and sister.

Job Titles:

• Relationship Coordinator

Born and raised in the small town of Dublin, where you can find plenty of southern hospitality, Lindsay graduated from Dublin High School in 2000. She dedicated fourteen years assisting patients for five local Ophthalmologists, while also instructing members of her community in yoga, and the Silver Sneakers program. As Lindsay continued this path, she felt led to pursue a career change that aligned with her love for those she was teaching - pre-retired and retired individuals. Lindsay joined the Security First Asset Management staff in October of 2021 and has excelled at a rapid pace. Lindsay's beautiful daughter McKenzie brings joy and pride to her life as she watches her attend college and assistant manage at a local boarding and kennel facility. In her spare time, Lindsay enjoys keeping both her mind and body nourished as she practices yoga, exercises, and spends time with McKenzie and her loved ones. How she may support you: She is almost always the first voice you will hear when you call and will assist with establishing appointments for the advisors. Lindsay is also happy to accept your RSVPs for any of the SFAM educational and client events.

Job Titles:

• Business Operations Manager

Pat was born in Cocoa Beach, FL, and raised in the small south GA town of Camilla. He attended Georgia Southern College and earned his BS in Communication Arts. Pat met and married his college sweetheart Twila while they both attended GSC. Upon graduation, he began his career in the insurance field and then migrated to employment with the State of GA Department of Juvenile Justice. After 15 years of service with the state, a career change into business development with Laureate Education Inc. allowed him to build his corporate operations and business strategy experience. Pat has since worked with other organizations throughout his 30-year career, helping them enhance business processes and develop long-term business partnerships. Pat and Twila have resided in Dublin, GA, for thirty years, raising two daughters and now enjoying their three grandchildren.