Security Financial Management

Security Financial Management, Inc. is a full service financial planning firm and began serving clients in 1983. The business is domiciled in Orlando, Florida, Melbourne, Florida and Viera, Florida. Security Financial Management serves clients nationwide. Security Financial Management, Inc. is an (ELP) endorsed local provider that provides financial and investment advice to the Central Florida listeners of the Nationally Syndicated "Dave Ramsey" financial talk radio show. David Allen holds a Bachelor of Science from the University of Florida, and is a Certified Financial Planner™ (CFP®). Frank Lovaglio holds a Bachelor of Science from Eckerd College and is a Registered Financial Consultant (RFC). Michael Allen holds a Bachelor of Science from the University of Central Florida and is a Certified Financial Planner™ (CFP®), and is a board member of the Down Syndrome Association of Central Florida and FEDS of Brevard, as well as Genesis House of Melbourne, Florida. Suzanne M. Breitwieser holds a Bachelors of Psychology from Florida Atlantic University, a Florida Real Estate Broker's License and a Wealth Management Specialist designation from the Kaplan School. She is a Financial Advisor in our Orlando office. Daniel Courson holds a Bachelor of Arts in Business Administration with a concentration in Finance from the University of Florida in Gainesville, Florida. He is an Investment Advisor Representative in the Orlando and Viera offices. Sylvia Linares-Williams is a LUTC graduate and a resident of Central Florida, since 1999.