Your Team

Our goal is to help you find not only the financial path that’s best for you, but also to help you travel it with confidence. That’s why at our firm, you’ll find a team of seasoned financial advisors whose strengths, specialties, experience and expertise complement each other. We’ve worked together for years, helping clients, just like you, pursue their goals with personalized financial plans based on sound financial principles and intelligent, conservative investment strategies. We’re proud to say that our commitment to the long-term success of our clients has led to long-term relationships with them.

Meet The Team

Spanos team photo

Samuel Spanos
Samuel W. Spanos, CRPC®, ARPC
Senior Vice President, Investments Managing Director
Todd Todorich
Todd C. Todorich, CRPC®
Senior Vice President, Investments
Robert Lewis
Robert M. Lewis, CRPC®
Senior Vice President, Investments
Gennaro Marsico
Gennaro A. "Jerry" Marsico, J.D., CFP®, CIMA®
Senior Vice President, Investments
Mark OLeary
Mark O'Leary, CFP®, AIF®
Senior Vice President, Investments
Kathleen Manickas Bio Image
Kathleen M. Manickas, CRPC®, CDFA®
Financial Advisor
Victoria Bobchak
Vickie Bobchak, CRPC®
Senior Registered Service Associate
Tracy Starkweather
Tracy Starkweather, CRPC®, AAMS®
Practice Business Coordinator
Stephen Kimmel
Stephen A. Kimmel
Senior Registered Service Associate
Russell Werme
Russell Werme III
Senior Registered Service Associate
“Along with assembling comprehensive financial plans, our team is really good at building client relationships, too.”

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