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™, 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 financial planner at Secure Financial Management, and a graduate from Texas A&M University as a participant in the financial planning program. He has passed the CFP® examination. Jacob likes to stay involved in the community as an Eagle Scout and Alamo Heights Rotarian.
Xavier "Blue" Tuggerson
VP of Digital Marketing
Blue joined the SFM team in November of 2020. Blue, has a background in Marketing/Advertising, as well as Cinema Production and Photography. He enjoys a good challenge, and is always looking for the opportunity to showcase creativity. Keeping your goals in mind, Blue uses his craft to tell the visual story of Secure Financial Management. Fun fact, Blue is originally from Detroit Michigan, and also enjoys White Castle burgers a lot more than he should.
Customer Care Specialist
Nelda retired after 33 years of service with ATT. 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.