30 Jun Meet Our Advisor Team: Viki And Suzanne [Video]
By Michael D. Allen, CFP®
Entrusting your money to someone else is not something you do blindly. Whomever you choose to work with will have an important role in your financial future, so we thought you might want to get to know our advisor team a bit more so you can put names with faces and have more confidence in the processes and plans we’ve created for you!
Meet Viki And Suzanne
Viki and Suzanne are two of our top advisors. They have been with our firm for years and have been in the industry for decades. In this video, they explain who they serve, what they do, and how they help their clients. Watch this video to learn more about why they have dedicated their careers to financial planning and how to get in touch with them and learn more about our firm.
You Are Part Of Our Family
At Security Financial Management, we see you as part of our family, so we hope you enjoyed getting to know some of the key players that make up our team. If you have any questions about how your money is invested or if your financial plan is on track, or just want to meet Viki and Suzanne in person, schedule a call today or reach out to us at SFM@sfmadvisorgroup.com.
About Security Financial Management
Security Financial Management is an independent financial services firm dedicated to delivering exceptional service built on reliability and trust. With 3 locations in Central Florida and 1 in Rochester, MN, SFM has been partnering with clients for over 25 years, providing comprehensive financial planning. To learn more about Security Financial Management, connect with them on LinkedIn.
Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC.
Security Financial Management is independent of ProEquities, Inc.