Secure Planning, LLC

Lisa Dugan is a CFP® with 28 years of experience in the financial industry. She has been with Secure Planning, LLC since 1998. In addition to her advisory role, she is also licensed as an insurance agent, providing insurance planning as part of the firm's comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages discretionary and non-discretionary portfolios using Modern Portfolio Theory and an efficient market approach, offering financial planning, consulting, and access to third-party asset allocation programs.

Julianne Smith is a financial advisor with Secure Planning, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Secure Planning since 2006. Secure Planning, LLC advises individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations, managing over $169 million in discretionary assets. The firm uses Modern Portfolio Theory and an efficient market approach to portfolio construction and offers a specialized service line supporting athletes.

Edward Mallon is a CFP® with 56 years of industry experience, currently serving at Secure Planning, LLC since 1990. He holds a Series 63 license and has worked extensively in financial planning. Mallon is also an insurance agent with Secure Planning, providing insurance planning as part of comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations, managing over $169 million in discretionary assets. The firm employs a Modern Portfolio Theory and efficient market approach, offering portfolio management, financial planning, and specialized services such as Finn Wealth Advisors for athletes.

Justin Finn is a financial advisor with Secure Planning, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Secure Planning since 2000. In addition to his advisory role, Finn also acts as an insurance agent within the firm, dedicating a portion of his time to insurance planning as part of comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations, managing over $169 million in discretionary assets. The firm utilizes Modern Portfolio Theory and an efficient market approach to construct and manage portfolios, offering both discretionary and non-discretionary services as well as specialized support for athletes through its Finn Wealth Advisors service line.