I have worked in the Insurance Industry for over 26 years. My experience has been in numerous lines of insurance. My primary obligation at Secure Insurance is assisting clients with any questions or concerns they have regarding their coverage. I enjoy the clients I have assisted and got to personally know over the last 9 years. I am looking forward to meeting and working with any new clients that join our family. Contact me
Secure Insurance and Financial has well over 30 years of medicare/financial-planning experience between it's planners.
We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day
Besides owning Secure Insurance I am a mother to two beautiful girls, Alyssa and Everly. I am involved in many committees and community organizations. I enjoy volunteering at my daughter's school and I also volunteer as a critical care foster home for a local Animal Rescue, Partners for Pets. I have a passion to raise awareness on the importance of Blood Donating. My little girl, Everly has received 20 blood transfusions so I personally have been effected by the kindness of strangers.
Mandy Marquis- Owner/Advisor
We are financial planners with various backgrounds of expertise. We're here to help all of our clients and their unique needs related to their health, retirement, and financial help. We also specialize in security taxing. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients.
Here at Secure Insurance and Financial Services we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.
Laura Lotz-Licensed Broker
Besides being a Licensed Insurance broker, I am also involved in different organizations. I volunteer my time and foster with an Animal Rescue, Partners for Pets. I also enjoy cooking, reading and traveling with my family. I have been married 20 years to my wonderful husband Mike and have enjoyed raising our 3 children, Jessica, Hannah, and Michael. We have a beautiful 8 year old grandson, Mason. Contact me