Our Team

Katie collaborates with business leaders to create, implement, and optimize people and processes to achieve strategic business goals.

She also works closely with the CEO to drive the marketing and client care strategy.

Maggie is the Chief Relationship Officer & Senior Financial Advisor at Secure Money Advisors, working with both new and established clients to implement and monitor their retirement plans using a comprehensive five-step approach.

She is responsible for overseeing the department to ensure accuracy, efficiency, and an excellent client experience.
Maggie is an Investment Advisor Representative with a Series 65 license, as well as Life, Accident, and Health licenses.

A native of Zelienople and a University of Pittsburgh graduate, Maggie has been with Secure Money Advisors since 2008, making her the longest-tenured employee. Outside of work, she enjoys music, art, reading, and perfecting her sourdough bread recipe—a passion inspired by her childhood love of cooking and baking with her grandmother.

Susan holds a Bachelor of Science in Business Administration from Robert Morris University, majoring in Marketing and holding dual minors in Accounting and Computer Information Systems.

She oversees and manages the finances of the company, works to ensure data integrity in our CRM systems, and works with Brian and team to help implement efficient systems and processes to expand our marketing and client care strategy.

Susan lives in Cranberry Township, PA with her husband, Jim. In her free time, she enjoys cooking, gardening, and hiking.

Neil Mager is a Director of Financial Planning at Secure Money Advisors, where he helps new clients develop retirement plans using a comprehensive five-step approach and continues to guide them through retirement with the 4-1-1 Servicing Model.

A Pittsburgh native and Edinboro University graduate, Neil is an Investment Advisor Representative with a Series 65 license, as well as a Life, Accident, and Health license.

He lives in Mars, PA, with his wife, Randi, and their twin daughters, Monroe and Meyer. In his free time, Neil enjoys exercise, reading, traveling, and spending time with family and friends.

Michael is a Financial Advisor at Secure Money Advisors, specializing in developing retirement plans using a comprehensive five-step approach.

He supports clients throughout their retirement, addressing any challenges that arise.

Born and raised in Pittsburgh, Michael graduated from Westminster College with a degree in finance and accounting. He is an Investment Advisor Representative with a Series 65 license, as well as a Life, Accident, and Health license. Michael lives in Cranberry Township and enjoys going to the gym, catching up with friends, and reading in his free time.

Ben is a financial advisor who helps clients plan for retirement using Secure Money Advisors’ comprehensive five-step approach.

Inspired by the positive impact the firm had on his father’s financial health, Ben is dedicated to putting clients’ best interests first, regardless of their net worth.

He graduated from Otterbein University, where he played lacrosse, and previously worked in insurance sales. Ben holds a Series 65 securities license and a Life, Accident, and Health Insurance license.

Originally from Mars, PA, he now lives in downtown Pittsburgh and enjoys golfing, basketball, and exploring microbreweries in his free time.

Lisa helps clients navigate and understand Medicare, drawing on her 18 years of experience as an educator to explain complex topics clearly.

Originally from Long Island, NY, Lisa graduated from Elon University with a bachelor’s degree in Psychology and Education. After 16 years in Fort Lauderdale, she moved to Pittsburgh to be closer to family.

A devoted mother to her daughter Luciana Angela, Lisa enjoys traveling, painting, and outdoor activities with their dog, Coco.

Luke is a Associate Advisor at Secure Money Advisors, where he helps clients develop retirement plans using a comprehensive five-step approach and continues to guide them through their financial journey.

Originally from Wexford, PA, Luke graduated from Penn State University with a degree in Finance. He is an Investment Advisor Representative with a Series 65 license, as well as a Life, Accident, and Health license.

Luke currently lives in Ross Township and enjoys working out, hiking, fishing, and spending time with his family in his free time.

Megan has over 10 years of experience in client service, operations, and marketing within the financial services industry.

She holds a Master’s in Financial Planning and a Bachelor’s in Hospitality Management from Oklahoma State University.

A Tulsa, Oklahoma native, Megan now lives in St. Louis, Missouri, with her husband and Toy Poodle. She enjoys baking, traveling, yoga, and collecting Christmas ornaments from her travels.

Kalei Trbovich is the Director of Medicare Operations at Secure Money Health, serving as the neighborhood Medicare guide.

She helps clients in the community navigate their Medicare and coverage options, from enrollment through annual reviews.

She is licensed in Pennsylvania, Ohio, and Maryland, with licensing in Delaware, New Jersey, New York, and West Virginia currently underway. She is a member of HAFA (Health Agents for America, a national association supporting independent health insurance agents) and the local Chamber of Commerce, where she stays connected with local businesses and community leaders while continuing to serve as a trusted Medicare resource in the region.

Kalei holds a degree in Economics from the University of Pittsburgh, which she draws on to stay ahead of policy changes and market trends affecting Medicare and the healthcare industry.

Outside of work, Kalei is a member of the GO TEAM Therapy Dogs, where she and her dog visit hospitals to provide comfort, support, and a few good books to those who need them. She enjoys playing pickleball with her family, reading, and exploring new trails with her dogs.

Linda is a Financial Paraplanner Qualified Professional (FPQP®) at Secure Money Advisors, where she manages client onboarding, application processing, and supports advisor meetings.

With 27 years of experience in the financial industry, Linda’s expertise spans wealth management, investment advisory, and retirement planning.

She resides in Cranberry Township and enjoys outdoor activities, traveling, and spending time with family and friends, including visits to her daughter in South Carolina. Linda also has a deep love for animals.

Alex earned his Bachelor’s degree in Business Administration from Edinboro University.

He spent the last two years as a Finance Professional at New York Life, where he gained experience in client services, product education, and prospecting, holding Series 63 and Series 6 licenses.

In his free time, Alex is a big fan of true crime, enjoys audiobooks and podcasts, and loves gaming on Sony and PC platforms.

Dana is the Staff Accountant at Secure Money Advisors.

Dana holds a Master of Science in Computer Information Systems from Robert Morris University and a Bachelor of Science in Business Administration (Accounting) from West Liberty State University. Seasoned financial and data analytics professional, she brings over 25 years of experience spanning healthcare and corporate finance. In her current role, she assists the CFO.

Outside of the office, Dana is a curious and dedicated genealogist with a passion for uncovering family histories. She also enjoys curling up with a good book, preserving memories through scrapbooking, and cherishing time spent with family and friends.

Jillian holds a Bachelor’s degree in Business Administration and Finance from Columbia Southern University.

As a Client Relationship Manager, she ensures clients have a seamless experience when signing applications and service forms, while also addressing any account-related questions.

In her free time, Jillian is a passionate reader, always with a book in hand, and recently enjoyed the Outlander series. She also loves animals and has two dogs, a Beagle and a German Shepherd mix.

Liz graduated from the University of Rhode Island and brings over 15 years of experience in financial services and account management.

She supports the advisory team by responding to client requests and servicing their accounts.

Originally from Newport, RI, she is a devoted mom to two teenagers, Charles and Lilly. In her free time, Liz enjoys gardening and is an active member of a local garden club.

Cindy is the Client Services/Quality Control Manager, providing essential support to department staff to ensure efficient processing of client accounts.

She coordinates and organizes daily operations, updates databases, and reallocates team resources to ensure clients receive the attention and dedication they deserve.

A Pittsburgh native, Cindy holds an associate’s degree in administrative management from the Community College of Beaver County. With 20 years of experience at a group purchasing company, she joined Secure Money Advisors in 2015. Cindy lives in Cranberry Township and enjoys spending time with her family, gardening, and relaxing after busy days at work.

Jeff holds a degree in Digital Media and Video Productions from Pittsburgh Technical College and has gained valuable experience as a studio manager, most recently at his alma mater.

He briefly worked in the movie industry, contributing to the crew of the Amazon streaming show Sprung and serving on the production team for the film Dear Zoe.

Recently married to Mollie, Jeff is also a huge fan of fantasy games and movies, particularly Dungeons and Dragons and Lord of the Rings.

Kristen holds a Bachelor’s in Marketing from Penn State University and has extensive experience in customer service, administration, and reception support.

Her most recent role was as an Administrative Assistant at North Catholic High School.

Kristen lives near the office and has a passion for her family, chocolate chip cookies and wine. Earlier in her career, she was an avid runner, raising significant funds for the Pittsburgh Marathon with the Leukemia Society, which earned her an invitation to run the Alaska Marathon. She still enjoys working out and a healthy lifestyle.

Kelly Hart is a Client Liaison at Secure Money Advisors, bringing over 20 years of experience in the mortgage and financial services industry.

Before joining the firm, she held leadership roles in loan processing, valuations, title insurance, and customer success. Kelly is known for her strong communication skills, operational expertise, and commitment to building lasting client relationships. Her background in process improvement and client service makes her a valuable asset to both our team and the families we serve. Outside the office, Kelly enjoys golfing, camping and spending time with family and friends.

Braden Majors is an Account Manager with a Bachelor’s degree in Business Administration from Pittsburgh Technical College.

Known for his exceptional attention to detail and strong organizational skills, he plays a key role in supporting client needs and ensuring smooth account operations. Outside of work, Braden enjoys spending his time on the golf course or exploring hiking trails. He is also a commissioned notary public, adding an extra layer of service and convenience for clients. Braden brings a thoughtful and reliable presence to every interaction.