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 Telles
Kristen Kaeser
Director of First Impressions
4805569932