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Team

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

“People Don’t Plan To Fail; They Simply Fail To Plan." We can help you to get financially organized and to make better decisions with your money.

 

Mr. Spivak is a Financial Planner with more than 30 years of wisdom, knowledge and experience in the financial services industry. A 1987 graduate of Pennsylvania State University (Penn State), he also holds many professional...

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With more than 10 years of experience as a financial planning professional, Mark T. Woodfield has the expertise to customize solutions to help meet his clients’ financial goals. As a managing partner of The Spivak Financial Group...

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Tim Hague is a CERTIFIED FINANCIAL PLANNER™ Practitioner. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial...

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Jayme Trombetta

Director, Investment Operations

(480) 556-9931

(480) 556-9932

Jayme joined the Spivak Financial Group in April of 2012. She holds her 7 and 66 Securities Licenses, as well as her Life Insurance License. She brings 8+ years of experience in the financial services industry. At the Spivak Financial...

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Danielle Noonan

Assistant - Investment Services

(480) 556-9931

(480) 556-9932

Danielle joined The Spivak Financial Group in October of 2016. She brings with her 10+ years of customer service experience. Danielle handles Investment Accounts including Brokerage, Alternative Investment, Annuity and Asset Management...

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Ashlee Nunemaker

Assistant - Investment Services

(480) 556-9931

(480) 556-9932

Ashlee joined the Spivak Financial Group in December of 2016. She holds her 7 Securities Licenses, bringing 6+ years of experience in the financial services industry. At the Spivak Financial Group, Ashlee handles Investment Accounts...

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Jocelyn joined the Spivak Financial Group in August of 2017 bringing 4+ years of experience to the financial services industry. She handles Insurance related accounts, including Life Insurance, Employee Benefit Plans, Disability and...

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