Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

At Safeguard Investment Advisory 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 for all of our advisors. This iron-clad pledge means we’re required by law to do what’s best for you and your retirement — 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 we always put you first.


Reid Abedeen Investment Advisor Representative

Reid Abedeen is the managing partner at Safeguard Investment Advisory Group, LLC. As an investment advisor, Reid has helped retirees for over 18 years with issues such as insurance, long-term care planning, financial services, asset protection and many other areas.

Our Advisors

Edward Sota

Investment Advisor Representative

Rick Rivera, MBA

Investment Advisor Representative

Dan Carter

Investment Advisor Representative

Andrew Anable

Investment Advisor Representative

Chris Miller

Investment Advisor Representative

Patrick Miles, MBA

Investment Advisor Representative

David Hart

Investment Advisor Representative

Our Staff

James Murray

Investment Advisor Representative & Chief Compliance Officer

Loretta Murray

Client Service Specialist & Operations Manager

Julie Scott

Client Relations Specialist

Teri Hilario

Operations Assistant

Kerrilyn Collins

Marketing Director

Debbie Carter

Client Service Specialist/Office Manager

Kathy Anable

Client Service Specialist/Office Manager

Kelly Torres

Office Administrator and Client Relations

Airyn Rodriguez

Client Service Specialist

Thannia Gonzalez

Client Service Specialist

Yusef Abedeen

Client Relations Assistant

Katty Flores

Client Service Specialist

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a webinar.

Or give us a call at (877) 213-SAFE (7233)