Partners and Advisors

Mike Sheffer CFP, CLU, CHFC | Partner & Co-Founder | SPM Financial
Partner and Co-Founder

A self-described outdoors enthusiast, Mike Sheffar is a Co-Founding Partner at SPM Financial who is committed to...

Tim Potter CLU, CHS | Partner & Co-Founder | SPM Financial
Partner and Co-Founder

Tim Potter is one of the Co-Founding Partners at SPM Financial. Tim is an advisor with over 25 years of experience and...

Partner and Co-Founder

Keith Muchan is one of our Co-Founding Partners at SPM Financial. He has over 30 years of experience as a financial...

Partner

Matt Churchill has worked in the financial services industry since 2001 and is experienced in retirement planning...

Partner

Tim Faught is a Partner at SPM Financial. He is one of our trusted advisors who helps professionals and business owners...

Associate Advisor

Combine hardworking, accomplished, and down-to-earth, and you have Lewis Kent. Serving as an advisor at SPM...

Advisor

Steve Stewart has over 10 years of experience in the finance industry. As an advisor at SPM Financial, his goal is to...

Management

Financial Planning Analysts

Marketing Associates

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