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
Managing Partner
Clayton Shearer, CFP®
Managing Partner
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
Client Service Coordinator
Janis Dimick
Client Service Coordinator
Julie Devine
Advisory Team Coordinator
Rachel Loux
Client Service Coordinator
Colby Hill
Advisory Team Coordinator