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...
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...
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...
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...
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...