Partners and Advisors
Partner and Co-Founder
A self-described outdoors enthusiast, Mike Sheffar is a Co-Founding Partner at SPM Financial who is committed to...
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...
Senior Advisor
Sara La Gamba has led an impressive career as a financial advisor for over 10 years. She joined the industry with...
Senior Advisor
Steve McVittie has been a Senior Advisor with SPM Financial since 2020. His previous 20+ years of experience in the...
Associate Advisor
Steve Stewart has over 10 years of experience in the finance industry. As an advisor at SPM Financial, his goal is to...
Director of Operations
Human Resources & Operations Leader
Management
Director of Operations
Human Resources & Operations Leader
Financial Planning Analyst
Financial Planning Analyst
Marketing Associates
Marketing Associate
Marketing Associate
Marketing Associate
Marketing Associate
Marketing Associate
Marketing Associate
Marketing Associate
Coordinator and Administration
Marketing & Communications Coordinator
Office Administrator