Our Team
Heather M. Drebenstedt, MBA, ChFC
LPL Branch Manager
260.918.3938
Stephen J. Spoltman, JD, CLU, ChFC
Investment Representative
260.918.3938
Steve founded the firm in 1988, serving as its sole investment representative. After initially working with insurance company broker dealers, he joined LPL Financial, an independent broker dealer, as Branch Manager in 1995. Steve is...
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,...
Erik C. Tom, CFP®
Investment Representative
260.918.3938
Erik joined the firm in 2018 as a paraplanner and now serves as an Investment Representative. In addition to general financial planning, he leads investment research and assists with client meeting preparation and follow-up.
Zachary J. R. Atwood
Client Service Specialist
260.918.3938
Zach joined the firm in 2022 as our Client Service Specialist. He assists our advisors with coordinating client appointments and all aspects of account maintenance. Prior to joining our team, Zach served four years in the U.S...
Nicholas J. Spoltman, MBA
Director of Operations
260.918.3938
Nick joined the firm in 2015 as Director of Operations. He works to streamline the firm’s day-to-day business operations and focuses on marketing and strategic planning for the future. Prior to joining our group, Nick worked as...
Mr. Finnigan
Chief Roll Over Officer
From time to time, Mr. Finnigan graces us with his presence as he visits our office on special occasions, providing an extra set of paws for advanced financial planning scenarios.