Team

A brief description of our response time: Zero to Sixty

While Security Financial Management has a strong management team, we consider everyone who touches your account an important part of our family. On this page, you’ll find people who share our vision of doing the right thing. Not to mention an impressive response time.

How We Work

We are a group of people who are generous with our time, true to our word, and passionate about providing a whole new level of service, entirely. Named among the Top Financial Planning Firms by the Orlando Business Journal, SFM has everything you’re looking for in a world-class firm. With each year in business, we find ourselves growing both our services and our solutions for our clients.

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Our team approach adds perspective to all we do and provides increased benefits to our clients.

David Allen, CFP

Managing Partner/Financial Advisor

(407) 740-6553

Dave is a founding partner of Security Financial Management. He holds the designation of Certified Financial Planner professional™ (CFP®). He served as a member on the Advisory Board of Proequities Inc., past board member of the Y.M.C.A. of Central Florida, active member of the Financial Services Institute (FSI) and the Winter Park Chamber of Commerce.

Frank Lovaglio, RFC

Managing Partner/Financial Advisor

(407) 740-6553

Frank is a founding partner of Security Financial Management. He served as a member on the Advisory Board of Concourse, Inc. He is an active member of the Financial Services Institute (FSI) and the Winter Park Chamber of Commerce.

Michael Allen, CFP

Managing Director

(321) 383-8815

Michael joined Security Financial Management in 1998 and has been instrumental in implementing a positive and collaborative culture at Security Financial Management. As Managing Director, Michael prioritizes optimizing the client experience. It’s his passion to guide clients, create sound financial plans, and help them achieve their goals through teamwork and collaboration.

Keith Moore

Chief Operations Officer/Managing Partner

(407) 740-6553

Keith is head of Operations and Compliance for the firm and has been with SFM since 2010. He began his career in finance with A.G. Edwards in Birmingham, Alabama and continued his success at Concourse Corporate in the Operations and OSJ divisions. Keith is a graduate of Harding University earning a degree in Mathematics.

Mitchell Walk, AAMS

Managing Partner

(407) 740-6553

Mitchell is a dedicated leader at Security Financial Management, where he serves as Managing Partner. He is committed to providing exceptional service and fostering his clients' stability and success. Mitch led the legacy team of Retirement Wealth Solutions for 26 years before making a strategic decision to merge with Security Financial Management.

Page Pittman, CFP

Managing Partner

(727) 639 1757

With more than 16 years of experience in the financial services industry, Page is a Certified Financial Planner™ professional dedicated to helping clients achieve financial confidence through thoughtful planning and disciplined investment strategies.

Charles W. Allen

Financial Advisor

(321) 383-8815

As the Director of Operations, Charles, known as Charlie to friends and clients, is responsible for overseeing the firm’s processes and efficiencies. He is passionate about the power of planning for the future and finds great satisfaction in bringing peace to clients in a potentially chaotic world.

Robert Lovaglio

Director of Marketing

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Robert chose the financial services industry for his career because it is one of the only industries where professionals grow alongside clients. As the Director of Marketing, Robert’s role involves connecting people to solutions. As he works to continually build and strengthen the Security Financial Management brand.

Mitch Allen, CFP

Financial Advisor

(407) 740-6553

Mitch joined Security Financial Management in 2017. He graduated Cum Laude at University of Florida where he earned a Bachelor of Science degree in Finance with a minor in Real Estate.

Daniel Courson, MRFC

Financial Advisor

(407) 740-6553

Daniel has been a Financial Advisor with Security Financial Management since 2010. Prior to joining SFM, he was an accountant and advisor for a regional broker dealer.

Austen Jacks, CFP

Financial Advisor

(407) 740-6553

Early in his life, Austen was taught and grasped the importance of financial literacy. This foundation, coupled with the ability to build positive relationships, led to a fulfilling career. Austen joined Security Financial Management in 2015.

Abby Lovaglio

Registered Representative

(407) 740-6553

Sylvia Linares-Williams, CFP

Financial Advisor

(407) 740-6553

Sylvia loves to measure progress. It’s one of her favorite things about being a Financial Advisor. An excellent communicator, clients discover what’s possible with a bit of determination and motivation when they meet with her.

Trevor Bell, CFP

Financial Advisor

(407) 740-6553

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Trevor was attracted to the financial planning industry from a young age as he watched his grandfather run a financial institution for over 30 years.

Suzanne M. Breitwieser-Stopa, RFC

Financial Advisor

(407) 740-6553

Suzanne has over 25 years of experience in the financial industry and joined SFM over 15 years ago. Her knowledge, personal insight and life experiences give her a unique perspective in building roadmaps that are designed to meet each of her clients’ needs.

Cindy Fowler CLTC, MSM, LUTCF

Financial Advisor

(407) 740-6553

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As an advisor, Cindy’s natural gifts as a communicator and listener are put to good use. It took one internship in financial services for Cindy to realize that this field was a perfect match for her.

Viki Hamilton

Financial Advisor

(407) 740-6553

(407) 740-5131

Viki was introduced to financial investing in her late 20’s and quickly realized she discovered something she was truly passionate about and had a natural ability to excel.

John Keeney, LUTCF

Partner/Private Wealth Advisor

(407) 740-6553

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The financial industry has always fascinated John. He began investing and trading when he was 18 years old and graduated from the University of Florida with a degree in Finance from the Warrington College of Business.

Dan LaForest

Financial Advisor

(407) 740-6553

Realizing his passion for helping people, Dan transitioned from a career in sales to the financial industry. Since 2008, he has focused on developing authentic, lifelong relationships with his clients and brings a level of dedication to Security Financial Management that is second to none.

Brent Ramsey

Financial Advisor

(407) 740-6553

Brent Ramsey is a 2nd generation Floridian who attended Oviedo High School and Tampa Technical College. He married his high school sweetheart, Lynne, and they have two boys and two grandkids. He Joined the SFM team in early 2019 after previously being with Wells Fargo and Edward Jones.

Bob Williams

Registered Representative

(407) 740-6553

Sharing his knowledge with others, from investment education to helping other advisors advance in their own careers, is what makes Bob such a valuable resource. With a gift for public speaking and decades of experience, Bob hosts workshops and webinars to help clients understand the power of a fine-tuned portfolio.

Stephen Young

Financial Advisor

(321) 383-8815

Cutting through the noise. That’s the best way to describe how Stephen brings value to people. Today’s families are bombarded with generic “tips and tricks” for making better financial decisions, yet still feel unprepared for their future. Since 2007, Stephen has been helping people focus on what is truly important and designing detailed financial solutions to help them accomplish their goals. He joined Security Financial Management in 2012.

Laurie Miller

Client Service Representative

(407) 740-6553

Laurie Miller is a Client Service Representative who joined the team at Security Financial Management in 2018. She works at our Orlando office assisting and supporting the advisors throughout the financial planning process.

Sandra Veras

Client Service Representative

(407) 740-6553

As part of the client service team at Security Financial Management, Sandra is instrumental in ensuring every client has an exceptional experience. She joined SFM in 2017 after spending more than ten years working in the mortgage industry.

Nancy Palladino

Client Service Representative

(407) 740-6553

Nancy is a valued member of the client service team, bringing expertise in financial operations and administration. With a strong background in transaction processing, forms processing and compliance, Nancy is dedicated to ensuring efficient and seamless client experiences

Tracy Pounds

Advisor/Client Service Representative

(321) 383-8815

Tracy is part of the total client-centric package that comes from financial planning with Security Financial Management. As an Administrative Assistant, she is instrumental in supporting our Financial Advisors. Tracy is also pivotal in providing assistance to clients and is responsible for opening new accounts and processing all the required documents.

Meagan Rogers

Client Service Associate

(407) 740 - 6553

Meagan is a seasoned Client Services Associate with 14 years of experience. A member of the legacy Retirement Wealth Solutions team, she is a valuable part of the Security Financial Management client support team.

Elizabeth Eagle

Client Services Representative

(813) 565 7644

Elizabeth is a Client Service Administrator with more than 11 years of experience in the financial services industry. She supports our advisors by preparing proposals, establishing new accounts, and managing the documentation required throughout the financial planning process.

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