Management Team

Paul Lofties

Paul Lofties

Senior Vice President - Wealth Management

Mr. Lofties joined Securities America in 2003 as an advisor consultant and has held positions of increasing importance, most recently serving as founding head of the Wealth Management Group. Prior to joining Securities America, he served as an advisor at Advanced Financial Solutions Group, a financial services firm specializing in corporate benefit planning. Mr. Lofties began his financial services career as an advisor and regional sales manager at Provident Mutual.

Brett H. Kaufman

Brett H. Kaufman

Senior Vice President and Chief Financial Officer

Brian L. Heller

Brian L. Heller

Senior Vice President - Business and Legal Affairs

Craig Timm

Craig Timm

Chief Risk Officer