There are some fresh faces around Secured Retirement; we’re excited to introduce them to you! It takes a dedicated group of professionals to keep our operation running smoothly – some behind the scenes and others front and center. You’ll likely meet with one of these folks in person, hear their voice on the phone, receive an email from them, or maybe even just spot them in our Christmas card. However you’re in touch, each team member is vital to fulfilling our mission of making a significant impact on the families we serve so they can live comfortably, spend confidently, and pay taxes consciously.
Without further ado, here are our latest recruits!
Austin Bruno – Marketing Outreach
Austin works in our marketing department connecting interested parties with the transformative financial planning we provide. From website inquiries to seminar follow-ups to radio show write-ins, Austin fosters relationships with clients before they even step through our doors.
Originally from Fort Myers, FL, Austin developed his client service skills in the insurance industry after graduating from college. We are excited he’s found his way to our team! Welcome, Austin.
Edgar Villegas – Paraplanner
Edgar’s joined the Secured Retirement team as a paraplanner. In his role, he works closely with our advisors to prepare, construct, and follow up on the financial plans they’ve outlined. Having more than 5 years of experience as a wealth advisor in his home state of Oregon, Edgar is immensely qualified for this position. We’re lucky to have him!
In addition to his degree in finance, Edgar furthered his education by obtaining his Series 66 and license to sell life and health insurance. He is motivated to help our clients achieve their financial goals.
Elan Chargo – Project Coordinator
As Secured Retirement’s project coordinator, Elan is a key part of making sure our processes, technology, and company goals are all working together. With a Master’s in project management from Northeastern and experience in operations, Elan is assuredly the right person for the job! He is excited to help our team as individuals and as a group best work together so that we can continue to serve clients with the top-notch customer service we’re known for.
Born and raised in Minnesota, Elan says there’s no place like home and is excited to be furthering his career right here in St. Louis Park. Welcome aboard, Elan!
Welcoming new team members is always a rewarding experience as we continue to strengthen our core capabilities. To learn more about Austin, Edgar, and Elan, as well as the rest of the Secured Retirement team, visit the Our Team page.
