Meet the Professionals Who Can Help YouPursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

OUR TEAM

dave-anders

Dave Anders

Registered Representative

As the owner of Anders & Anders Financial Group, Dave is focused on helping clients work toward their retirement dreams through well-thought-out strategies for retirement income.

Dave has been married to his wife, Jenny, since 1989. They, along with their daughter Riley, have settled into the quaint, little town of New Smyrna Beach. Dave began helping public sector employees and their families with their retirement needs in 2002 and has been the featured speaker for hundreds of retirement workshops and seminars across the state of Florida. One of the foundation cornerstones that Dave feels his firm is built on, is providing a level of service and excellence for his clients that he would expect for himself and his family.

​Dave provides a variety of services including:

  • 401(k)/403(b) Strategies
  • DROP Strategies
  • FRS Investment Strategies
  • IRA/Roth IRA Investments
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Approved 403(b) Provider for Public Schools
  • Pension Analysis for Public School Employees

Dave holds his life and health insurance licenses in Florida. He has also received his Series 6 securities license.

dark-brad

Brad Harrison

Investment Adviser Representative

Brad Harrison
Investment Adviser Representative

As an Investment Adviser Representative with Anders & Anders Financial Group, Brad is focused on meeting the needs of clients at all stages of retirement planning. In addition to working with individuals, Brad also manages several 401K retirement plans for local businesses and charter schools. Brad holds his Series 6, 63, and 65 registrations, as well as his Life, Health, and Variable Annuity license.

As a Florida resident since 1982, Brad enjoys surfing, golf, and spending time with his family. He married his wife, Andrea, in 2002, and they live in New Smyrna Beach with their son, Asher.

Brad can be reached at BradH@andersfinancialgroup.com.

Brad Harrison provides investment advisory services through AE Wealth Management, LLC (AEWM). Securities offered only by duly registered individuals through Madison Avenue Securities, LLC ("MAS"), member FINRA/SIPC.  Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.  MAS and Anders & Anders Financial Group are not affiliated companies.

Meet Brad
Steven Rich

Steven Rich

Investment Adviser Representative

Steven Rich
Investment Adviser Representative

With over 15 years of experience, Steven Rich is an Independent Investment Advisor Representative committed to helping clients achieve financial confidence. He holds the following designations: Retirement Income Certified Planner (RICP), Certified Long Term Care (CLTC), and National Social Security Advisor (NSSA).

Originally from the Jersey Shore, Steven now lives in New Smyrna Beach, Florida, with his wife, Amanda, and their three children. He enjoys beach outings, pool time, and engaging with his church community, as well as traveling to explore new experiences.

Steven focuses on building lasting relationships and offers personalized strategies for retirement planning and investment management. He’s dedicated to helping guide clients towards their financial goals.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. National Social Security Advisor Certificate Program (NSSA) is a certification created by the National Social Security Association, a for-profit entity. The NSSA Certificate Program grants a Certificate to those who complete the one-day course and pass the proctored assessment. NSSA is independently accredited by The Institute in Credentialing Excellence (ICE). NSSA is not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency.

Meet Steven
jerry

Jerry Philips

Office Manager

Jerry Philips
Client Liason

Jerry Philips works out of the New Smyrna Beach main office. His many duties include client relations, processing new business paperwork, and supervising the office staff. Jerry has been working with Dave Anders for many years.

Jerry resides in South Daytona with his wife, Kelly. They have been married since 2002. Jerry has three children: twins, Paige and Payton, and their older brother, Bryce. 

Meet Jerry