Meet Secure Financial Management
Jay has been involved in the investment and money management field since 1999 while working for a brokerage firm in Brisbane, Australia. He is a Certified Financial Planner™ professional, and has been featured in the Wall Street Journal and Texas Monthly magazine. In 2011, he left USAA to establish Secure Financial Management. The goal was to create a company focused on one-on-one, face-to-face relationships free of the conflict of interests that exist when connected to a bank, insurance company, brokerage, or investment group. Jay is also a private pilot and loves the freedom that comes with getting up in the air.
VP of Financial Consulting
Jacob McDonald is a Certified Financial Planner™ professional at Secure Financial Management, and a graduate from Texas A&M University as a participant in the financial planning program. Jacob likes to stay involved in the community as an Eagle Scout and Alamo Heights Rotarian.
Customer Care Specialist
Nelda retired after 33 years of service with AT&T. Throughout her career, customer service has been her number one priority. Now with Secure Financial Management, Nelda is the first line of support and aims to ensure your initial experience with us is positive and memorable.
Carmen retired from USAA after 48 years of experience in the customer service, training, and investments. Carmen loves to hang out with friends, fishing, and traveling.
VP of Communications
Alyssa graduated from UTSA with a Bachelor of Fine Arts in English and Communication. She enjoys bringing ideas to life through writing and strives to one day publish her own creative works.
VP of Latin American Markets
Gilberto Rubio, originally from Mexico, is Vice President of Latin American markets for Secure Financial Management. In his prior role, Gilberto acted as CEO of International companies for the last 20 years. He holds a degree in Business and Marketing from the University of Bournemouth UK and is a private pilot.
VP of Health Solutions
Frank Esquivel, CLU retired from USAA after 21 years of service. He started in USAA Life company and had the honor of serving in various roles including Life, Health and Annuity sales. Frank was also formerly FINRA licensed and completed rotations in Product Management and Centralized Supervision. As a member of the USAA partnerships team, he had the opportunity to travel to USAA regional offices and successfully implemented member deepening initiatives in fulfillment of the company mission. Frank enjoys watching sports including football & baseball (Go Stros!) and attempts to play golf whenever possible. He & his wife also enjoy volunteering at various church events.