Our Team
Stephen J. Spoltman, JD, CLU, ChFC
Branch Manager
260.918.3938
Heather M. Drebenstedt, MBA, ChFC
Assistant Branch Manager
260.918.3938
Heather joined the firm in 2006 as an investment representative and also serves as the Assistant Branch Manager. Prior to joining our team, Heather worked for more than five years in the home office of Nationwide Financial. In her last...
Christopher J. Spoltman, CFP®
Investment Representative
260.918.3938
Chris joined the firm in 2004 as an investment representative. In addition to general financial planning, Chris is also responsible for continually evolving our client’s financial planning experience through best practices,...
Thomas E. Elyea, MBA
Investment Representative
260.918.3938
Erik C. Tom
Paraplanner
260.918.3938
Erik joined the firm in 2018 as a paraplanner. He assists the advisors with multiple tasks, including client meeting preparation and follow-up, investment research, and other special projects. Prior to joining our team, Erik worked as...
Nicholas J. Spoltman, MBA
Director of Operations
260.918.3938
Patricia L. Spoltman
Office Manager
260.918.3938
Pat has served as the firm’s Office Manager since its founding in 1988 and now works part-time assisting with the coordination of client life insurance applications and other special projects. Pat enjoys spending time with her...
Melissa A. Patton
Administrative Assistant
260.918.3938
Melissa joined the firm in 2008 as Administrative Assistant and handles all investment-related paperwork, as well as maintaining the practice's client database and other front desk responsibilities. Prior to joining the team, Melissa...
Mr. Cooper
Special Project Liaison
From time to time, Mr. Cooper graces us with his presence as he visits our office on special occasions, providing an extra set of paws for advanced financial planning scenarios.