Bob Phillips is a President and Co-Founder at Spectrum Wealth Management. Co-founding the firm in 1995, he has devoted his career to acquiring the wisdom necessary to serve as a true expert and advocate for his clients.

Elite media outlets call on Bob to get a specialized perspective, due to his in-depth knowledge in areas like tax, investing and financial planning. He has appeared on Fox Business and CNBC and has been quoted in Money magazine, U.S. News & World Report, Financial Planning magazine and The Indianapolis Star.

Bob has strong ties to his community through his involvement as a Youth Lacrosse team coach, sponsor for the Boy Scouts of America, and the Marian University Scholarship Committee. He’s a self-described occasional golfer who enjoys spending time reading, snow skiing, and spending time with his wife and their three children.

Leslie Thompson is Chief Investment Officer and Co-Founder at Spectrum Wealth Management. One of her areas of focus is helping women to strategize and structure divorce settlements. She coaches women to build a financial framework to build confidence and to move positively beyond divorce.

Leslie began her investment career at a young age through the teachings of her father, a professional investor and a trader. Today, the nation’s top media outlets frequently seek out her expertise, and her insight has been featured in The Wall Street Journal, Bloomberg, USA Today, and U.S. News & World Report, among other notable publications.

As a Certified Public Accountant, a CFA Charterholder and a Certified Divorce Financial Analyst^®, Leslie’s community involvement focuses on organizations that support the empowerment of women and girls in the area of financial literacy.

Tia Lee is Director of Wealth Planning at Spectrum Wealth Management. She has over 23 years of experience and is dedicated to helping clients make informed financial decisions by offering her objective and professional perspective.

Tia’s goal is to provide clients with a solid foundation for investment allocation, savings level prior to retirement and spending levels in retirement. She believes that the best results are achieved when quality planning works in harmony with active portfolio management.

As a founding board member for the Women for Change Coaching Community, Tia is passionate about providing low-income women support to make meaningful change in their lives through professional coaching. She also serves as the vice president for a local Toastmasters group.

Tia has three children and three dogs. In her free time, she enjoys being active outdoors and practicing yoga.

Daniel is a Managing Director at Spectrum Wealth Management. Prior to joining Spectrum, Daniel held impactful roles at industry-leading professional firms in wealth management, accounting, and law where he collaborated closely with individuals, families, and business owners to help them navigate through various transitions that impact their wealth, business ownership, and family dynamic. Daniel carries the credentials of CFP^®, CPA, J.D., and CExP™.

Daniel enjoys sports, travel, documentaries, music, learning new hobbies, and most importantly, spending time and experiencing life with his wife and three children.

Brian Short is a Senior Wealth Advisor at Spectrum Wealth Management. He brings a diverse background in financial services to the Spectrum team with experience in financial planning, investments, banking, and insurance. A passion for finding and creating customized solutions drives him to help clients achieve their financial objectives.

Brian is married with three children—triplet sons. He is a native Hoosier and a local sports enthusiast, namely IndyCar, the Indiana Pacers, and the Indianapolis Colts. Along with teaching sports and life skills to his sons, Brian also enjoys playing golf, guitar, and drums.

Greg Thompson is a Portfolio Manager at Spectrum Wealth Management. He has over 25 years of experience in the financial industry.

Greg is married with two daughters and in his free time enjoys playing golf and spending time with his friends.

Anna Renner is the Executive Assistant to the Co-Founder/CIO and Office Administrator at Spectrum Wealth Management. Anna has many years of experience as an office manager, helping teams with thorough and detailed administrative work. She values relationship-building and teamwork.

Anna and her husband are parents to two adult children. She has strong community ties, has worked with local food pantries for years, and is currently volunteering as a Master Gardener. Anna also loves reading, traveling, cooking, and walking.

Kyla is a Senior Client Experience Associate at Spectrum Wealth Management. Having served in the financial services and legal fields since 2012, she excels as a liaison between clients, advisors, and custodians, consistently delivering the highest level of support. Kyla is passionate about providing personalized service, prioritizing each client’s unique goals and needs.

Kyla and her husband are lifelong Hoosiers who have three sons. Together, they enjoy traveling, spending time with extended family, and exploring the outdoors.

Angela French is a Client Experience Operations Manager at Spectrum Wealth Management. In addition to managing client items, she handles human resources issues and maintains relationships with the firm’s partners and vendors.

Since 2005, Angela has been working in client service, human resources and office manager roles. Spectrum prides itself on offering clients personalized service, and Angela is dedicated to making each client feel assured that they’re being listened to and their needs are being met.

Angela enjoys her weekends listening to music, baking and decorating cakes, walking her dog, and spending time with her husband and two children.

Kathy Crone is the Client Experience Operations Manager at Spectrum Wealth Management. With many years' experience in various types of client services and operations for brokerage firms and investment advisory teams, helping to maintain and build client relationships is important to her. Our clients appreciate the personalized service and dedication Kathy brings to her work.

Kathy and her husband are the proud parents of three Purdue grads and three grandchildren. With strong ties to her community, she has volunteered for Hamilton County Meals on Wheels and currently works with the Susan G. Komen foundation. She loves reading, quilting, traveling and cooking, as well as spending time with her grandchildren.

Zach Quante is an Analyst at Spectrum Wealth Management. As a student athlete, he graduated in December 2022 and began his career assisting in portfolio and planning operations. Before joining Spectrum, Zach gained experience as an intern in the financial services industry. While working toward a finance degree, he competed in the Men’s Soccer Program at Marian.

Growing up in Saint Louis, he is an avid Blues, Cardinals, and St. Louis City, SC fan. He enjoys spending time with friends and family whenever he can.

Molly is the Chief Operating Officer and Controller at Spectrum Wealth Management. She has 30 years of accounting, finance, operations, and HR experience with “Big 4,” private, start-up, public, and VC-backed multi-location and multinational small to mid-market companies. As COO and Controller, she is accountable for all phases of administration, personnel, finance and accounting, operations, technology, and cybersecurity, while collaborating with Executive Management on strategic initiatives that will help lead the firm through the next phase of growth and innovation.

Molly enjoys reading, hiking, biking, and kayaking when not in the office and is an avid IndyCar and Big 10 sports fan.

Trinity Marshall is a Client Experience Associate at Spectrum Wealth Management. She graduated from Marian University in May of 2023.

Before joining Spectrum, Trinity gained experience by working administrative and clerical jobs throughout her high school and college career. While working towards a management degree, Trinity was also heavily involved in Marian’s student chapter of the Society for Human Resource Management.

In her free time, Trinity enjoys traveling, running, cooking, visiting family and friends, and seeing her cat, Theodore.

Cole McCarter is an Associate Wealth Advisor at Spectrum Wealth Management. Before joining the Spectrum team, he worked as an intern in the accounting and insurance industries.

He is a dedicated Indianapolis Colts fan and Indiana University Hoosiers basketball fan. He plays golf and basketball every weekend. Cole is a proud uncle of one nephew and three nieces and enjoys spending time with them whenever possible.