8753 E.BELL ROAD,
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.
Senior & Managing Partner
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...
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...
Business Processing Specialist
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...
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 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 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...
Director of First Impressions
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...