Team
Stuart J. Spivak, LUTCF | RFC®
Senior & Managing Partner
(480) 556-9932
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...
Mark T. Woodfield
Managing Partner
(480) 556-9932
With 15+ 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, he...
Ashlee Maragliano
Business Processing Specialist
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...
Amy Schilling
Co-Director, Client Services
Director of Investment Operations Amy joined the Spivak Financial Group in September, 2019. She holds her Series 7 securities license, bringing over 10 years of experience in the financial services industry. At the Spivak Financial...
Tracy Bishop
Director, Operations
480-556-9932
Tracy joined the Spivak Financial group in December of 2017. She holds her Life and Health Insurance License, bringing with her 6+ years of industry experience as both an admin and an agent. At the Spivak Financial Group, Tracy handles...
Vicki Edelen
Co-Director, Client Services
Vicki joined the Spivak Financial Group in January, 2019. Her early background was in banking. In 2001, she obtained her Series 7 securities license and started her career in the financial services industry. She also has her AZ...
David M. Telles
Financial Advisor
David’s family moved to Arizona in 1985 and has lived in Scottsdale ever since. As a 2008 Arizona State University graduate with a Business & Communications degree, David has been volunteering in the community his entire life. He...
Kristen Kaeser
Director of First Impressions
4805569932
Kristen joined the Spivak Financial Group in December of 2021. As Director of First Impressions, Kristen is responsible for welcoming clients, coordinating schedules, and supporting the Spivak Financial Group Team. Her previous...
Wendi Miller
Director, Insurance Services
480-556-9932
Wendi joined Spivak Financial Group in December 2022. She has held Property, Casualty, Life, Health and Commercial Insurance licenses since 2014; bringing 9 years of experience to the team.Originally from Seattle, WA, Wendi...