Garry is a native born Californian hailing originally from the San Fernando Valley. Graduated from Canoga Park High School, also the alma mater of his bride of 45 plus years, Debbie. Following receipt of his Business Administration Degree, Garry spent the next 16 years in the employ of a major retail drug chain. After his retirement in 1986, Garry provided freelance marketing, and post auditing for several national retail chains.
In 1990, Garry took over the reins of Secured Retirement Incorporated where he expanded the client base, and installed cutting edge technology to encourage continued growth and efficient client service. Garry is firmly committed to providing continuing education programs for the associates and himself.
Garry is an Associate Member of the National Institute of Pension Administrators (NIPA) and active in the Orange County Chapter of NIPA. Garry enjoys speaking about pensions and 401(k)s. Some of his speaking engagements have included California Society of Certified Public Accountants, Orange County Financial Planners Association, Brea Business Network and the Labour Banks of Japan.
Garry is active in the local communities and his involvement includes announcing for the local high school sports teams, serving as tournament chair for a local pro-am charity golf tournament, as a member of Rotary International, instructor for Junior Achievement's "Project Business", and emcee for numerous civic events including the annual Whittier Mayor's Prayer Breakfast.
Betty has been working with Secured Retirement, Incorporated since 1993. She began to build her technical foundation as a retirement plan consultant in 1980 when she joined Stanley Pension Services. She became President of that firm in 1990. Prior to that time, she headed the accounting department of a local firm who provided financial and investment options to professional athletes and other business professionals.
Betty has dedicated herself to developing and sharing her knowledge in consulting and administration of complex retirement plans. She regularly participates in seminars hosted by local Certified Public Accountants, Financial Professionals and local business networks.
Betty is an Associate Member of the National Institute of Pension Administrators (NIPA) and active in their Orange County Chapter.
Betty attended California State University, Fullerton and also completed the certificate program for retirement professionals at California State University - Los Angeles. She continues to maintain her professional expertise by frequent attendance at retirement education seminars and workshops.
Our business is like any other service oriented provider. The quality of service is dependant on the quality of our associates, and that quality is dependant on their education and expertise. SRI maintains a staff of associate professionals with credentials in both actuarial and qualified retirement plan services. Their individual skills and continuing education are supplemented by the most current technological and proven computer systems and resource services. This combination of dedicated professionals and the support of SRI to maintain and expand their level of knowledge provides our clients with the confidence that their plan design, and annual administration are thorough and complete.