Bryan Spencer is an innovative business owner and the founder of Secure Financial Group, a family of companies that includes Aurora Securities, Secure Asset Management, Secure Investors Group, Secure Mortgage, and Secure Tax. Bryan’s vision was to build a platform that would allow financial professionals the ability to leverage all companies when going down the financial planning path with their clients to help build a secure retirement plan. Bryan has a long-established financial career in researching the financial services industry, finding partnership opportunities that create exceptional value for business owners and their customers. Through Bryan’s insight and knowledge, business owners will find exciting new services and synergy that will benefit and grow your practice.
In 2015, Hollie Spencer became an integral member of The Secure family of companies, assuming the role of Chief Development Officer. As Hollie's professional journey was initiated in the financial industry in 2008, she quickly established herself by collaborating with the most distinguished advisors nationwide. Her extensive experience has played a pivotal role in propelling the growth of the Secure family of companies and its associated advisors. Hollie thrives on the challenge of mentoring team members and advisors, guiding them toward the mindset essential for achieving success. Her ability to foster new perspectives and attain goals amidst the ever-evolving financial landscape underlines her indelible impact.
Scott joined Secure Investors Group in 2008 and serves as the Vice President of the Property & Casualty Division. Scott has been in the Property & Casualty Industry for over 20 years. He began his career in the year 2000, as a Marketing Manager. Scott learned the industry quickly and moved his way up to leading a team of agents. He thrived as the top producer for many years. Scott’s experience has been instrumental in growing additional Secure Insurance Group agencies, building client relationships, marketing, and motivating people, through the family of services provided by Secure Investors Group.
Randall joined Secure Investors Group in 2010 and serves as the Chief Compliance Officer of Secure Asset and Vice President of Business Acquisition Management. Randall leverages over 20 years of experience in the financial industry and plays a key role in The Secure family of companies. Randall’s management and training techniques of The Secure platform has empowered hundreds of financial professionals to succeed in their career. Randall graduated with a B.A. in Finance from Michigan State University. He holds the Series 7, 63, and 65 securities registrations as well as a Life insurance license.
Lori Kamen joined Aurora Securities, Inc. in January 2021 to serve as the President and Chief Compliance Officer. Lori has served in a variety of compliance and officer roles at various financial services firms since 1997. She is a strong compliance leader with solid common sense, change management, and leadership experience working closely with management, registered representatives, investment advisor representatives, and sponsors/ product vendors. She holds the Series 4, 7, 24, 53, 63, and 66 licenses.
Brian joined Secure Asset Management and Aurora Securities in 2021 and serves as the Senior Vice President of Business Development. Over the course of his 24-year financial services career, Brian has occupied a range of roles, including TD Ameritrade’s VP of Sales for the Midwest region. Brian effectively utilizes the comprehensive solutions provided by Secure Financial Group, coupled with his experience and expertise in assisting advisors to enhance their business operations. Brian’s main objective is to engage financial advisors interested in partnering with Secure Financial Group. He holds the Series 7 and 66 licenses.
Brad Davis joined Secure Asset Management, LLC in January of 2022 as the portfolio manager for the registered investment advisor firm. His career began as a portfolio manager in 1999 as a partner, developer, and operator of commercial real estate for a private investor. In 2004, Brad obtained his securities licenses joining an independent broker-dealer as a registered representative offering portfolio management to retail and high net worth investors. In 2009, Brad expanded his portfolio management working with municipalities and financial institutions on their fixed income portfolios, as well as working with IARs on managing client equity and fixed income portfolios.
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Insurance services offered through Secure Investors Group. Advisory services offered through Secure Asset Management, L.L.C., a Registered Investment Advisor. Tax services offered through Secure Tax Services, L.L.C. Mortgage services offered through Secure Mortgage Funding, L.L.C. Securities offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC. The aforementioned companies are all affiliated companies and maintain common ownership. They do not offer legal advice or services.
For financial professional use. Advisory services are offered through Secure Asset Management, LLC., a registered investment advisor.
