Security Financial Management, Inc. Employee Directory

Q: What is Security Financial Management, Inc. known for?

Security Financial Management, Inc. was founded in 1986. Security Financial Management, Inc. operates in the Financial Services industry.

Financial ServicesFlorida, United States11-50 Employees

Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years.

Voted The
Best of Winter Park - Financial Planning Firm
2023, 2022, 2021, 2020

Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler are the SmartVestor Pros who provide financial and investment advice to the Central Florida listeners of The Dave Ramsey Show, a nationally syndicated financial talk radio show.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org; www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. and Bluespring Wealth Partners LLC are affiliated with Kestra IS and Kestra AS.This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures: https://www.kestrafinancial.com/disclosures
FINRA BrokerCheck: https://brokercheck.finra.org/

Find Security Financial Management, Inc. employees' phone numbers or email addresses

Security Financial Management, Inc. Global Highlights

North America
48

United States Of America
48

Security Financial Management, Inc.'s Leadership

A. T.
Chief Operations Officer
Mobile Phone
Email
D. A.
Founding Partner
Mobile Phone
Email
J. K.
Partner/ Private Wealth Management
Mobile Phone
Email
M. B. W. A.
Managing Partner
Mobile Phone
Email
F. L.
Managing Equity Partner
Mobile Phone
Email
H. W.
Owner
Mobile Phone
Email
C. W. A.
Director Of Operations
Mobile Phone
Email
S. L.
Director Of Client Communications
Mobile Phone
Email

Contact profiles from Security Financial Management, Inc.

Name

Title

Contact Info

Location

Last Update

D. A.
Founding Partner
Mobile Phone
Email
United StatesFlorida
Nov 14, 2025
J. K.
Partner/ Private Wealth Management
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025
M. B. W. A.
Managing Partner
Mobile Phone
Email
Oct 26, 2025
F. L.
Managing Equity Partner
Mobile Phone
Email
United StatesFlorida
Aug 07, 2025
A. T.
Chief Operations Officer
Mobile Phone
Email
United StatesColorado
Oct 17, 2025
H. W.
Owner
Mobile Phone
Email
United StatesMichigan
Jul 28, 2024
C. W. A.
Director Of Operations
Mobile Phone
Email
United StatesFlorida
Jan 08, 2025
S. L.
Director Of Client Communications
Mobile Phone
Email
United StatesFlorida
Feb 26, 2024
D. B.
Sales/ Mgt Specialist
Mobile Phone
Email
Oct 24, 2025
L. W.
Business Manager
Mobile Phone
Email
United StatesMichigan
Apr 25, 2025

Frequently Asked Questions

What is Security Financial Management, Inc. known for?

Security Financial Management, Inc. was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 2420 South Lakemont Avenue, Suite 120; you can contact the main corporate office by phone at

+1-248-625-****

. Explore Security Financial Management, Inc.'s company overview page for more information.

What is Security Financial Management, Inc.'s most common email format?

Security Financial Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Security Financial Management, Inc. email formats with LeadIQ.

How many employees does Security Financial Management, Inc. have currently?

Security Financial Management, Inc. has approximately 35 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Security Financial Management, Inc.'s key employees and leadership?

As of December 2025, Security Financial Management, Inc.'s key employees include:

Chief Operations Officer: A. T.
Founding Partner: D. A.
Partner/ Private Wealth Management: J. K.
Managing Partner: M. B. W. A.
Managing Equity Partner: F. L.

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