Secure Investment Management, LLC

Jimmy Diep is a financial advisor at Secure Investment Management, LLC in San Jose, CA, with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and NIM Retirement Group. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term diversified allocations using low-cost mutual funds, ETFs, and third-party managers.

Jeremy Rabalais is a financial advisor at Secure Investment Management, LLC with 17 years of industry experience. He holds a Series 65 credential and has worked at several firms including Puritan Investment Advisors, Inc., Puritan Financial Group, AE Wealth Management, LLC, and Soundincome Strategies LLC. He is also the owner of TPC Financial Group, LLC, where he is involved in fixed insurance sales and services. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing, with portfolios customized by independent advisers to meet client objectives.

Joshua Mellberg is a financial advisor with Secure Investment Management, LLC in Tucson, AZ, holding a Series 65 license and bringing 20 years of industry experience. He has been with Secure Investment Management since 2012 and owns JD Mellberg Financial, which provides insurance marketing, product development, and lead generation services. Outside of advisory work, he is involved in managing several business entities related to insurance sales and e-commerce. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning, discretionary portfolio management, and separately managed accounts. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and long-term, diversified allocations using low-cost mutual funds, ETFs, and third-party managers.

Mohsen Reyes is a financial advisor with Secure Investment Management, LLC in Irvine, CA, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Investments and AIL Insurance Company, as well as positions in various other industries prior to entering financial services. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Dianne Shumway is a financial advisor at Secure Investment Management, LLC with six years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Mass Mutual Investors Services. Outside of advising, Shumway manages a divorce financial consulting business assisting clients with asset division during divorce. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management. The firm’s investment approach is quantitative and factor-based, emphasizing long-term, diversified allocations through low-cost mutual funds, ETFs, and direct indexing.

Sundy Clark is a financial advisor at Secure Investment Management, LLC in Irvine, CA, with seven years of industry experience. Clark holds Series 63 and Series 65 licenses and has worked in roles spanning financial advisory and international logistics, including positions at Hellmann and Kuehne & Nagel as a Global Account Director. Outside of advisory work, Clark is involved in sales of insurance products affiliated with Transamerica Financial Advisors. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm’s investment approach is quantitative and factor-based, focused on long-term, diversified allocations using low-cost mutual funds, ETFs, and third-party managers, with portfolios customized by independent advisers.

Michael Oconitrillo is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Cetera and Strategic Fortune Wealth Management. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Scott Blaney is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Secure Investment Management, LLC. His career includes roles at Nicholas Pension Consultants and American Funds Distributors, Inc. Blaney also works as a consultant for Momenta Benefits, assisting with administration for qualified plans. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified long-term allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.

John Keefe is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Secure Investment Management, LLC. His prior roles include positions at Brookstone Capital Management and Bay Tree Capital Management. He is also the managing member and majority shareholder of KWM Group, LLC, a non-investment related business formed for income and expense sharing purposes. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term, diversified allocations using low-cost mutual funds, ETFs, and third-party managers.

Michael Parkin II is a Series 65-licensed advisor at Secure Investment Management, LLC with one year of industry experience. Prior to joining Secure Investment Management in 2025, he was self-employed for one year and held roles at Hesai, Inc. and Veoldyne Lidar, Inc. He also works as an insurance agent selling fixed insurance products. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, using a mix of low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Loy Holt is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses, and has 23 years of industry experience. He has worked at Secure Investment Management since 2024 and previously spent 10 years at The DC Group Advisory Services, Inc. Holt is also president of Divot Enterprises Financial and Insurance Services, Inc., where he is involved in the sale of fixed insurance and annuity products. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning and portfolio management services. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-cost strategies including mutual funds, ETFs, and direct indexing.

Bruce Moore is a financial advisor at Secure Investment Management, LLC with credentials including Series 65 and Series 66 licenses. He has held advisory roles at multiple firms since 2015, including Premier Advisor Resources and Catalina Wealth Management. Moore is based in Long Beach, NY. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach rooted in Modern Portfolio Theory. The firm provides tailored portfolio solutions using low-cost mutual funds, ETFs, and third-party managers through a decentralized network of independent advisers.

Shkira Singh is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Secure Investment Management, Singh worked at Transamerica Financial Advisors, Inc., and several other financial firms. Outside of advising, Singh is an author and speaker, with multiple published works on fitness and business topics. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, offering financial planning and portfolio management through a quantitative, factor-based investment approach that emphasizes diversified, long-term allocations using low-cost funds and tailored strategies.

Jared Keating is a CFP® with eight years of industry experience, currently with Secure Investment Management, LLC. His prior roles include positions at Edward Jones and two law firms, as well as completing law school. He holds the Series 66 designation and is based in Tucson, AZ. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients. The firm employs a quantitative, factor-based investment approach rooted in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing to tailor portfolios to client objectives.

Clark Dearmond is a financial advisor with Secure Investment Management, LLC, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has worked with several firms, including Next Financial Group, Inc., VFG Advisors, Inc., and Specialized Advisors, LLC. In addition to his advisory role, he owns and operates two licensed insurance agencies, Clark DeArmond, LLC in Encinitas, CA, and J.D. Mellberg Financial, LLC in Tucson, AZ. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.