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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Bill Danner, President & CEO, NSSA, LUTCF, RICP
Bill Danner is the founder and CEO of Security First Asset Management an independent full service financial advisory firm. An Investment Advisor Representative, Bill holds several financial and insurance licenses, including the Series 7, 6, 63, & 65 Securities Licenses, as well as Life, Health, and Long-Term Care Licenses.
Bill creates sound, conservative retirement strategies designed to ensure that his clients don’t just survive, but rather thrive in retirement. This is why he has had the pleasure to work with so many retired AT&T, Boeing Corporation, as well as numerous Federal and State Employees as they transition into their thriving years.
In addition, Bill’s faith is based on a lifetime commitment to giving back to his community. He currently serves as a Boy Scout Troop Committee Chairman and has helped the Local Food Bank, Toys for Tots, Dublin’s battered Women’s Shelter, W.I.N.G.S (Women in Need of God’s Shelter), and Easter Seals to name a few of the charities that he supports in his free time.
Daniel NeSmith, Vice President, RICP, NSSA
Daniel is the Vice President and an Investment Advisor Representative with Security First Asset Management. He holds the Retirement Income Certified Professional (RICP) designation from the American College and the National Social Security Advisor (NSSA) professional designation. Daniel specializes in pre- and post-retirement planning with an emphasis on income producing assets, tax-efficient investments, securities, and annuities. He leverages his educator mindset to share his extensive knowledge of IRS distribution options and works with individuals in an effort to maximize their retirement benefits while working to minimize taxes and fees. Daniel understands how the economy works and how it affects your investments. He received a B.A. in Business Management and Leadership with honors at Southern Virginia University, with an emphasis on finance and investing. He is a member of Chi Epsilon Omega (CEO), a National Business Honor Society that recognizes outstanding students for their academic endeavors at liberal arts universities. He was selected to run the Olympic Torch for the 1996 Olympics as a result of his community service and involvement. Daniel remains busy in his community and church and volunteers his time to helping with local causes. He enjoys working with individuals in helping them achieve their personal financial goals. A devout father and husband, Daniel’s wife, Erin, daughter, Ella, and son, Knox, are the central and most important part of his life.
Chad Payne, Chief Operating Officer, MBA, LUTCF
Chad is the Chief Operating Officer with Security First Asset Management. He began his career in the financial services industry in 1995. Since then, he has helped many individuals meet their investment and insurance needs. Chad specializes in pre- and post-retirement with an emphasis on income producing assets, as well as extensive knowledge of healthcare and Medicare related concerns. As a student at Georgia College and State University, Chad received a B.B.A in Marketing while balancing his time playing basketball on an athletic scholarship. He has also earned a Master of Business Administration. His wife, Anna, and his two sons, Wyatt and Walker, are very active in church and school activities. They play a vital role in his life both personally and professionally. Chad also enjoys being involved in community activities, such as serving as President of his Dublin Exchange Club and his local NAIFA chapter.
Pat Andrews, Relationship Coordinator
Born and raised in Dublin, GA, Pat has been married to her husband, Richard, for 34 years, and they have two children and three wonderful grandchildren. They are active members at the New Bethel Baptist Church in Dublin. Before coming to Security First Asset Management, Pat worked for a local company for 42 years.
After her time there, she was faced with the dilemma of which direction to take so late in her career. The answer presented itself when Security First Asset Management hired her in 2005 as the Client Relations Coordinator. Pat enjoys interacting with individuals in all stages of life and strives to provide exceptional customer service.
How she may help you: Pat serves as your first point of contact when calling our office. She provides the support you need by guiding your calls and questions to the appropriate resource as well as handling appointment scheduling on your behalf.
Christy DannerAdministrative Assistant
Christy was born and raised in Sacramento, CA. After meeting her husband, Cory (Bill Danner’s son), in 2006, she made the decision to move to Georgia. She began working at Security First Asset Management in December 2006 as the marketing coordinator. Since joining the team, she has increased her knowledge of the financial services industry and now assists Bill and Daniel with all incoming and outgoing business, while ensuring the office is running smoothly when they are away. Christy and her husband have two children, Daphne and Cameron. When not in the office, she enjoys spending quality time with her family, teaching fitness classes, and serving her church calling. Her goal is to provide exceptional service to the advisors and all Security First clients.
How she may support you: She supports existing clients by handling withdrawals and responding to general inquiries and communications.
Allycia Boland, Administrative Assistant
Born in Sarasota, FL, Allycia relocated to the small town of Chester, GA in 1991. She is the youngest daughter of Mr. Danner. After attending Middle GA College, Allycia married her husband, Rex, and was presented with the opportunity to be a stay-at-home mother to her four children. Eleven years later, all of her children are now attending school and she accepted an offer to join the Security First Asset Management team as the Marketing Coordinator in April of 2013. When she’s away from the office, she enjoys serving in the women’s organization of her church, reading books, sewing, and spending time with her family.
How she may help you: Allycia is responsible for coordinating the company’s public financial education programs, client educational events, and community events. If you have questions regarding company events, she is the person you want to contact.
Elaine Stark, Administrative Assistant/Marketing Coordinator
Elaine was born in Norfolk, VA and moved with her family to Thomasville, GA at the age of 10.
She moved to Macon, GA in 1985 – where she met her husband, Gary and they have been married for over 20 years.
She worked in the corporate world for over 25 years in Marketing, Training & Sales Development. When she was faced with a career change, she came onboard at Security First in the Fall of 2015 as the Administrative Assistance/Marketing Coordinator for the Macon Office.
When not in the office, she enjoys spending time with her family, reading, entertaining and travel. She also is very active in her church and in her community with volunteer work.
Her goal is to make your visit with Security First pleasant and memorable by providing exceptional service to clients and potential clients.
How She May Support You: She serves as your first point of contact, to greet you when you visit the Macon Office. She works and helps to plan Educational Events, Community Events and Client Social Events. She is always listening for how we can better serve our clients.