Our Team
Allen McCroskey
Retirement and Estate Planning Advisor
Allen McCroskey is an advisor who assists in retirement income planning, wealth preservation and transfer, and estate planning . His niche is in supporting those nearing or in retirement that need specialized planning using a variety of wealth planning moves such as life-time incomes, insurance products and Estate Planning information.
As co-founder of Secure Financial Group, he and his firm offer comprehensive management and planning strategies. It is his goal to educate the client to understand their options and to be involved in the financial decision-making.
Background:
Allen holds a BS degree in Business from The University of Tennessee. Professional education and affiliations include; Master Charitable Advisor representing donor funds for asset planning for Legacy Tree. He helped found and is a director of "Music To His Ears", which is a non-profit that provides instruments to youth that could not afford this privilege.
Frank (Bucky) Minter
Retirement & Estate Planning Advisor
Bucky Minter's financial background is in banking. He has been involved in sales management for most of his career and is very experienced in the areas of wealth preservation, estate planning tools, income planning and charitable planning.
He loves helping people figure out where they are financially and then put together a "financial road map" to assist them in achieving their goals.
Family: Bucky is married and has two daughters.
Taylor McCroskey
Life, Health, Charitable Planning, Property and Casualty Producer
Taylor McCroskey serves as the head of our Life, Property & Casualty division and leads marketing and communications at Secure Financial Group. With a strong background in business and a passion for client-focused solutions, Taylor has been an integral part of our team since 2016.
A graduate of Donelson Christian Academy (2010), Taylor pursued Business and Management studies at The University of Tennessee at Chattanooga. Before joining Secure Financial Group, he honed his skills in Third Party Logistics and Human Resources Management, gaining valuable experience that informs his approach to serving clients today.
Taylor holds licenses and certifications to provide a wide array of insurance solutions through our independent agency, including:
Business and Personal Insurance
Charitable Planning
Life Insurance
Professional Liability Insurance
Annuities
Individual Health Insurance
Taylor is married to his wife, Kayla, and together they have two children, Ellis and Dawson.
Heather Anderson
Business Administrator
Heather Anderson brings over 30 years of experience in the banking and financial industry, backed by an Associate’s degree from Polk State College in Florida. Her extensive career spans roles in operations, teller services, lending, sales, and management, making her a vital asset to the Secure Financial Group team.
Outside of work, Heather and her husband, Derek, enjoy life on their small farm and spending time with their blended family of seven grown children and nine grandchildren. Whether jet skiing at the lake or fishing, Heather treasures moments with loved ones and embracing the outdoors.
