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Our Team

Our Team

The magic ingredient that makes everything work.


Leadership Team

Our leadership team is dedicated to supporting both our clients and our team. They provide strategic direction and ensure that our clients receive exceptional service and tailored solutions. By fostering a collaborative and empowering environment, our leadership team enables every member of our organization to thrive and deliver their best. Their commitment to excellence and client satisfaction drives our success.

Jason  Brotsky

Jason Brotsky

Managing Partner

Brooke Conrady

Brooke Conrady

Business Manager

Advisors

Our advisors are the cornerstone of our organization, providing expert guidance and personalized support to our clients. They work closely with clients to understand their needs and goals, offering tailored advice and solutions. With their deep knowledge and commitment, our advisors ensure that every client receives the best possible service and achieves their financial objectives. They are the trusted partners who make a real difference in our clients' lives.

Client Support Team

Our Client Support team keeps everything running smoothly—from scheduling and updating beneficiaries to processing paperwork, managing contributions and withdrawals, and so much more. They’re fully equipped to handle all your service needs, ensuring every client receives exceptional care. At SPFG, this team truly is the hands and feet behind our outstanding service.

Carrie  King

Carrie King

Client Service Coordinator

Janis  Dimick

Janis Dimick

Client Service Coordinator

Julie Devine

Julie Devine

Advisory Team Coordinator

Rachel  Loux

Rachel Loux

Client Service Coordinator

Colby Hill

Colby Hill

Advisory Team Coordinator

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