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...