Meet The Team
At Safeguard Investment Advisor Group, LLC, we don’t take your financial future lightly. As part of our commitment to putting you and your passions first, we’ve instituted a fiduciary standard of care for all our advisors. This iron-clad pledge means we’re required by law to do what’s best for you and your retirement investments — not our profits. So whether you’re worried about outliving your money, paying too much in taxes, geopolitical chaos or long-term care, we’re here to help and always put you first.
Our Advisors
Operations Team

Loretta Murray
Client Service Specialist & Operations Manager

Julie Scott
Client Relations Specialist

Teri Hilario
Operations Assistant

Kerrilyn Collins
Director of Marketing and Communications

Debbie Carter
Client Service Specialist/Office Manager

Kathy Anable
Client Service Specialist/Office Manager

Kelly Torres
Senior Client Service Specialist

Jason Gavigan
Client Service Specialist

Thannia Gonzalez
Client Service Specialist

Yusef Abedeen
Client Relations Assistant

Katty Flores
Client Service Specialist

Abby Miller
Client Relations Specialist

Julianna Lopez
Client Relations Specialist

Tiffany Noriega
Client Relations Specialist

Michaela Burgos
Client Service Specialist

Cathy Cudlip
Client Relations Assistant

Bianca Sun
Client Service Specialist

Patty Donti
Client Service Specialist & Office Manager

Hannah Connolly
Client Service Specialist
