Secure Investment Management, LLC

Stephen Mehr is a financial advisor at Secure Investment Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brookstone Capital Management and JD Mellberg Financial. Outside of finance, he has been an owner and instructor of voice lessons in Tucson since 2013. Secure Investment Management serves individuals, business entities, trusts, and estates, offering investment advisory, portfolio management, and financial planning services. The firm employs a long-term, quantitative, factor-based investment approach using globally diversified, low-cost institutional funds and tax-managed strategies.

Jimmy Diep is a financial advisor at Secure Investment Management, LLC with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC, NIM Retirement Group, and several other financial firms. Outside of his advisory work, he has been involved with Moon to Mars LLC, an entrepreneurial venture. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services to both non-high-net-worth and high-net-worth clients. The firm employs a long-term, quantitative, factor-based investment approach and offers diversified portfolios using low-cost institutional funds, ETFs, and tax-managed strategies.

Joshua Mellberg is a Series 65 licensed advisor with 19 years of industry experience. He has been with Secure Investment Management, LLC since 2012 and also owns JD Mellberg Financial, an insurance marketing and product development business. Outside of investment advisory, Mr. Mellberg is involved in insurance sales and e-commerce activities through various affiliated entities. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services. The firm employs a long-term, quantitative, factor-based approach using globally diversified portfolios and is an approved Dimensional Fund Advisors adviser.

Dianne Shumway is a financial advisor at Secure Investment Management, LLC with five years of industry experience. She holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, MML Investors Services, and MassMutual Life Insurance Company. Outside of her advisory role, she is the managing member and owner of Move Forward Capital, a firm that provides financial consulting for clients undergoing divorce. Secure Investment Management serves individuals, business entities, trusts, and estates with investment advisory, portfolio management, and financial planning services. The firm employs a long-term, quantitative, factor-based investment approach using low-cost institutional funds and tax-managed strategies to build globally diversified portfolios.

James Ruwe is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. He is also an insurance agent selling fixed annuity products through Secure Income Management. Secure Investment Management serves individuals, business entities, trusts, and estates, offering investment advisory, portfolio management, and financial planning services to both non-high-net-worth and high-net-worth clients. The firm employs a long-term, quantitative, factor-based investment approach with globally diversified portfolios using low-cost institutional funds and tax-managed strategies.

Edward Macphee is a CFP® with 15 years of industry experience. He is currently with Secure Investment Management, LLC and previously worked at Canter Wealth, FP Transitions, and LPL Financial. Outside of his advisory role, he manages vacation rental properties in San Diego as a host. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services to both non-high-net-worth and high-net-worth clients. The firm uses a long-term, quantitative, factor-based approach with globally diversified portfolios and employs various strategies including direct indexing and tax-managed sleeves.

Scott Blaney is a financial advisor with Secure Investment Management, LLC in San Clemente, CA, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 17 years of industry experience, including prior roles at Nicholas Pension Consultants and Securities America Advisors. Outside of his advisory work, he serves as a consultant for Momenta Benefits, a third-party administrator for qualified plans, and is also an insurance agent selling fixed annuities and life insurance. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services. The firm employs a long-term, quantitative, factor-based investment approach using globally diversified portfolios with low-cost institutional funds and tax-managed strategies.

John Keefe is a CFA® charterholder and holds Series 63 and Series 65 licenses with 10 years of industry experience. He is currently with Secure Investment Management, LLC and Secure Income Management LLC, and has previously worked at Brookstone Capital Management, JD Mellberg Financial / Amerilife, and Bay Tree Capital Management. Outside of his advisory roles, he is the managing member and majority shareholder of KWM Group, LLC, an entity formed for income and expense sharing purposes. Secure Investment Management serves individuals, business entities, trusts, and estates, offering investment advisory, portfolio management, and financial planning services to both non-high-net-worth and high-net-worth clients. The firm employs a long-term, quantitative, factor-based investment approach, utilizing globally diversified portfolios constructed with low-cost institutional funds, ETFs, separately managed accounts, and model allocations.

Michael Parkin is a financial advisor at Secure Investment Management, LLC with a Series 65 designation and one year of industry experience. Before joining the firm, he worked for Hesai, Inc. and Veoldyne Lidar, Inc. He is also an insurance agent involved in selling fixed insurance products. Secure Investment Management serves individuals, business entities, trusts, and estates, offering investment advisory, portfolio management, and financial planning services with a long-term, quantitative, factor-based approach using diversified, low-cost investment vehicles.

Changxi Ji is a CFP® with three years of industry experience, currently serving as a financial advisor at Secure Investment Management, LLC. Prior to joining Secure Investment Management, Ji worked at Edward Jones and several other financial firms. In addition to advisory work, Ji is an insurance agent affiliated with Secure Income Management, selling fixed insurance and annuities. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services to a diverse client base. The firm employs a long-term, quantitative, factor-based approach rooted in modern portfolio theory and utilizes low-cost institutional funds and tax-managed strategies to build globally diversified portfolios.

Loy Holt is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been involved with The DC Group and its advisory services since 2010 and serves as president of Divot Enterprises Financial and Insurance Services, focusing on fixed insurance and annuity sales. Outside of his advisory role, he owns a fixed annuity sales business. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services. The firm employs a long-term, quantitative, factor-based investment approach, utilizing diversified portfolios composed of low-cost institutional funds, ETFs, and separately managed accounts.

Joseph Alcon is a financial advisor with Secure Investment Management, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. Prior to joining Secure Investment Management, he worked at Purshe Kaplan Sterling Investments, Keystone Wealth Services, and Fidelity Investments. He is active in several Catholic community organizations, serving as a catechist, volunteer, and technical advisor. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services. The firm employs a long-term, quantitative, factor-based approach using diversified, low-cost institutional funds and incorporates tax-managed strategies to seek tax efficiency.

Jared Keating is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently an advisor at Secure Investment Management, LLC, where he has worked since 2023. His prior experience includes roles at Hecker Pew, PLLC and Doug Newborn Law Firm, PLLC, as well as five years with Edward Jones. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services to a range of clients. The firm employs a long-term, quantitative, factor-based investment approach using globally diversified portfolios and low-cost institutional funds, and operates a decentralized network of independent advisers across multiple states.

Clark Dearmond is a financial advisor with Secure Investment Management, LLC, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has worked at Secure Investment Management since 2017, with prior roles including ownership of ClarkDearmond, LLC and J.D. Mellberg Financial, LLC, where he operates licensed insurance agencies. Secure Investment Management serves individuals, business entities, trusts, and estates with investment advisory, portfolio management, and financial planning services. The firm employs a long-term, quantitative, factor-based investment approach using globally diversified portfolios composed of low-cost institutional funds and tax-managed strategies.

Janice Powell is a financial advisor at Secure Investment Management, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Diversify Wealth Management, Diversify Advisory Services, and Securities America Advisors, among other firms. Powell serves on the board of the National Society of Compliance Professionals, contributing to oversight of the organization’s contracts, budget, and compliance matters. Secure Investment Management serves individuals, business entities, trusts, and estates, offering investment advisory, portfolio management, and financial planning services to a range of clients. The firm employs a long-term, quantitative, factor-based investment approach using diversified portfolios constructed with low-cost institutional funds and emphasizes tax-efficient strategies.