Tucson, AZ Office

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.

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.

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.

Janice Powell is a financial advisor with Secure Investment Management, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at a range of firms, including Affinex Advisors LLC, Diversify Wealth Management, and Zions Capital Advisors, Inc. Powell serves as a board member of the National Society of Compliance Professionals. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning and discretionary portfolio management. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, using diversified low-cost funds, ETFs, and tailored strategies to meet client objectives.