Your Hometown Financial Advisor

Daniel, our President, focuses on pre- and post-retirement planning, with a strong focus on income-producing assets, tax-efficient investments, securities, and annuities. Drawing from his background as an educator, he shares his extensive knowledge of IRS distribution options, working diligently to help individuals maximize their retirement benefits while minimizing taxes and fees. Daniel’s deep understanding of the economy and its impact on investments is essential to building a viable financial plan.

Chad, our Chief Operating Officer, brings a wealth of knowledge to Security First Asset Management, having started his career in the financial services industry in 1995. Over the years, he has assisted numerous individuals in meeting their investment and insurance needs. Chad’s experience lies in pre- and post-retirement planning, particularly in income-producing assets. He also possesses extensive knowledge of healthcare and Medicare-related concerns, taking a holistic approach to your financial well-being.

As a compassionate and dedicated Wealth Advisor, Shayna believes in crafting financial plans that encompass all aspects of a client’s life, offering a fulfilling retirement experience. She advocates for money practices that help protect and preserve the principal while allowing for moderate growth, which is crucial as you approach retirement. Shayna tailors investment options based on each client’s unique needs and goals, providing personalized strategies for success.

Jon joined the Security First Team in March 2022 while still a college student. Jon graduated from Middle Georgia State University in August of 2022 with a Bachelor’s in Business Management with a concentration in Financial Economics. Since graduation, Jon has been working on getting licensed to become an advisor. He currently has his Series 7 License and Life License.

Jon grew up in Cochran, GA. He married his wife, Savannah, in 2019. They live in Warner Robins, GA, and welcomed a baby girl to their family in April. Outside of work, Jon has a plethora of hobbies that take up his time. First and foremost, he loves spending time with his family and having adventures with them. Jon loves the outdoors, whether it is running, swimming, hiking, kayaking, or playing pickleball. He also loves to cook for family and friends, serve in his church, and sing with his brothers and sister.