Secure Path Advisory Group

Guiding individuals on the path to a more secure future.



About Us

Secure Path Advisory Group is dedicated to guiding individuals to a better future. Our experienced team has over 100 years of combined service in helping clients reach their potential. Based in Columbus, Ohio we are ready to serve you using our knowledge and friendly staff.

Ohio License #1198100

Check the background of investment professionals on FINRA’s BrokerCheck.


Our Team


Advisors


Robert L. Smith, Jr. (Bob Smith)

Robert L. Smith, Jr. is the founder and President of Franchise Insurance Agency, Inc. dba Smith & Leavitt Insurance Services based in Central Ohio for the last 35 years. Robert is licensed to sell insurance in 43 states and prides his agency in being a one stop shop for all insurance needs including Property & Casualty, Commercial, Life and Financial products.

Bob received his Bachelor of Science degree in Insurance and Risk Management from The Ohio State University in Columbus, Ohio in 1979. During his time at OSU, he was an active member of the OSU Alpha Chapter of Gamma Iota Sigma, a business fraternity at the University. Bob is certified with a Property & Casualty license, Life & Health license, Series 6, 26, 63 and 65; and has been designated as a Life Underwriting Training Fellow (LUTCF).

Bob is an active member in his church, New Hope, in Central Ohio with his family. He is also an avid wine enthusiast, he has a love for exotic and classic cars, enjoys hunting, fishing and golfing.

Robert is licensed in: FL, KY, IL, ME, OK, OH, NJ, PA, SC, VA, and WV.

Jeff Dennis

Jeff has almost 30 years of experience in the financial services industry. His practice is focused on a comprehensive financial review with individuals and small business owners. He provides analysis and solutions for individual retirement planning, wealth management and asset protection. He supports small business owners in company retirement plans and overall business planning.

Jeff graduated from The Ohio State University with a Finance and Operations Management degree. He has also completed his MBA from the University of Dayton. He has his FINRA Series 6 and 65 licenses, as well as his, life, accident, health and annuity licenses.

Jeff resides in Grandview, Ohio with his wife Melanie. He enjoys reading and walking and spending time with his two children, Jeremy and Brandy and his daughter-in-law Kristen.

Jim Hogan

Jim Hogan has more than 13 years of experience in the financial industry. His practice is focused on working with individual and business clients to develop specific strategies to achieve their intended financial goals and optimizing tax efficiency.

Jim graduated from The Ohio State University with a bachelor’s degree in mechanical engineering and holds FINRA Series 7, 63 and 66 licenses. He is licensed to practice in 11 states, uses modern planning tools to assist clients and adheres to a fiduciary standard.

Outside of work, Jim is involved at his church, serving as a sponsor for their high school youth group. He also volunteers at a local ministry providing assistance to help restore and transform individuals with varying needs. Jim lives in Hilliard with his wife Anne and their family.

Jim is licensed in: FL, KY, IL, ME, NJ, OK, OH, PA, SC and WV.

Rebecca Stewart

Rebecca Stewart began her career with Nationwide Financial in 2001 as an annuity customer service representative. Rebecca was cross trained in variable life insurance in 2002 and began serving on the trade desk for both annuities and life insurance. In 2005 Rebecca began selling Nationwide’s product lines over the phone in all 50 states. Rebecca moved to Bob Smith’s office in 2010 and received her certification for Land As Your Legacy. Rebecca focuses on comprehensive planning with her clients for retirement income, social security, life insurance, long term care and disability insurance.

Rebecca graduated from Franklin University with a Bachelor of Science in Business Administration and a Bachelor of Science in Human Resource Management. The license she currently holds for various states are Life and Health Insurance, FINRA Series 6, 7, 63, and 66 and CLTC (Certification for Long-Term Care). In her many years at Nationwide she has qualified many times for a variety of conferences including Million Dollar Round Table.

Rebecca was born in Columbus, Ohio and she currently resides in Hilliard, Oh and lives with her husband Keith and three daughters. She is an active member of her community via church and Girl Scouts of Ohio’s Heartland. She enjoys reading, walking and is an avid board game enthusiast in her free time.

Rebecca is licensed in: FL and OH.

Scott A Molino

Scott began his career in 1999 as a producer with his father who owned an agency focused on professionalism and superior service. Scott maintained lead positions in sales, while managing a strong team of 9 agents. Scott has developed and maintained relationships with top insurance companies, enabling him to provide his clients with outstanding products and services. Scott became a second generation agency owner in 2013 by continuing the same focus on service.

Away form work, Scott and his family like to go boating & camping. They love the outdoors and it allows them time to spend together outside of all of the technology available today. One of Scott's other favorite things to do is golf. Amazing enough, it does provide some stress relief. Scott and his wife are very involved with their Church and enjoy volunteering at the many events they have to help support those having difficulties in their lives.

Vincent M. Ficocelli

Vince Ficocelli is a Financial Advisor, focused on assisting individual and business clients to attain financial security and independence through retirement planning, social security, long term care, and life and disability insurance.

Vince has more than 37 years experience in the financial industry and is licensed to sell insurance and financial products, certified with a Property and Casualty license, Life and Health license, Series 6; and has been designated as a Life Underwriting Training Council Fellow (LUTCF). In his years with Prudential and Nationwide, Vince has qualified many times for a variety of conferences, including the Million Dollar Roundtable.

Vince graduated from Youngstown State University with a Bachelor of Engineering in mechanical engineering. He was born in Youngstown, OH, and after spending 28 years in NJ, now resides with his wife Dorothy in Blacklick, OH. Vince is an active member of his church, St. Pius X in Reynoldsburg, where he serves on the welcoming committee. He enjoys traveling with his wife, music listening and performing, as well as good wine and Italian cooking.

Licensed in: OH, PA, GA, and FL



Staff


Christina Palermini

Christina (Chris) Palermini has 14 years of experience in the financial industry and 25 years of experience in business finance. She is a Financial Services Representative and works daily on processing account changes for Agency clients and providing Administrative support to Agency Financial Advisors.

Chris graduated from Franklin University with a Bachelor of Science degree in Business Administration and Finance. She later obtained her FINRA Securities Series 7 license and Ohio Insurance license for Accident & Health, Life and Variable.

Chris lives in Columbus, Ohio and is an active member of her church. She enjoys camping, fishing and hiking with her pre-teen twin girls.

Paula Snavley

Paula Snavley is the Financial Services Manager at Secure Path Advisory Group, Inc. The Financial Services department works along side our team of Financial Advisors. Together we provide the service and support necessary for our clients to meet their current and future financial goals.

Paula’s background includes 14 years in the Insurance industry. She graduated from Ohio State University with a degree in Marketing and Communications and holds an Ohio Insurance License for Accident, Health, Life and Annuities.

Paula resides in Dublin and enjoys reading, walking and spending time with her son.


Contact Us

Columbus Office

614-412-2985

4942 Reed Road
Columbus, OH 43220

Fax: 614-451-1851

Grove City Office

614-871-9707

4200 Hoover Rd
Grove City, OH 43123

Fax: 614-871-1604


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

Cambridge and Secure Path Advisory Group, Inc. are not affiliated.

This communication is strictly intended for individuals residing in GA, FL, KY, IL, ME, OK, OH, NJ, PA, SC, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

© 2018 Leavitt Group Enterprises · Smith & Leavitt Insurance Services, Inc.

4942 Reed Rd, Columbus, OH 43220 · Phone: 614-412-2985

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