Broker Check

Our Team


Heather M. Drebenstedt, MBA, ChFC

LPL Branch Manager

260.918.3904

260.918.3938

heather.drebenstedt@lpl.com

Heather joined the firm in 2006 as an investment representative and now serves as the Branch Manager. Prior to joining our team, Heather worked for more than five years in the home office of Nationwide Financial. In her last role as a...

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Stephen J. Spoltman, JD, CLU, ChFC

Investment Representative

260.918.3901

260.918.3938

stephen.spoltman@lpl.com

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...

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Christopher J. Spoltman, CFP®

Investment Representative

260.918.3902

260.918.3938

christopher.spoltman@lpl.com

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,...

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Erik C. Tom, CFP®

Investment Representative

260.918.3918

260.918.3938

erik.tom@lpl.com

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...

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Zachary J. R. Atwood

Client Service Specialist

260.918.3908

260.918.3938

zachary.atwood@lpl.com

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...

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Nicholas J. Spoltman, MBA

Director of Operations

260.918.3905

260.918.3938

nicholas.spoltman@lpl.com

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...

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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.

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