There is an important juncture many of you reach as you achieve financial independence. While your main pursuit may have been the accumulation of wealth, you may reach a point where you start to consider the meaning and significance of what you have built.
However, the complexity that accompanies wealth means that the path is not always straightforward.
For over 25 years, we have served high-net-worth and ultra-high-net-worth clients and families. We have the experience and expertise to simplify even the most complicated financial situations.
Our highly credentialed team includes CPA professionals, CFA® Charterholders, CFP® professionals, and other financial experts. This means you can expect truly comprehensive service and relevant, custom solutions.
As an independent, fee-only firm, we focus on delivering personalized advice to our clients.
We operate through well-defined and well-thought-out processes for investing, planning and client service.
Members of our highly experienced and credentialed team have earned designations pertaining to tax, financial planning, investment analysis, divorce and other areas of financial management.
The CFP® certification is considered the standard of excellence in financial planning. A CFP® practitioner assists individuals in all aspects of managing their finances, such as retirement, investing, education, insurance, and taxes. The most important aspect of a CFP® practitioner is that they have a fiduciary duty to all clients.
The CFA® charterholder is a global designation, one of the highest distinctions in the investment management profession, and is considered the gold standard in investment analysis. CFA® charterholders have completed the CFA® Program and have demonstrated expertise in advanced investment analysis.
The CPA designation distinguishes licensed accounting professionals who have had extensive education, passed a stringent examination, and achieved experience requirements. CPA professionals are experts in auditing, accounting, and taxes.
CDFA® Professionals can provide in-depth financial analysis and advice to attorneys and couples relating to a desire to achieve equitable divorce settlements using knowledge of tax law, asset distribution, and short-and long-term divorce financial planning.
The CMT® credential is the preeminent designation for practitioners of technical analysis worldwide. It is earned by demonstrating extensive knowledge and aptitude in technical analysis and trading.
Spectrum’s multidisciplinary team is skilled at finding solutions to complex financial issues. Studies have shown that working with an advisor can add approximately 3% in net returns.*
*Value of Advice source: Vanguard, Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha 2019
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.
Leslie is married with one daughter and a feisty toy poodle / chihuahua mix. She spends her free time playing “stage mom” to her daughter, and enjoying her interests in modern and contemporary art and design.
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.
Patrick Schaecher is a Wealth Advisor at Spectrum Management Group. He enjoys serving clients as a coach and advocate, and prior to joining Spectrum, he spent nearly a decade working with affluent families and advisors to develop and implement philanthropic strategy.
Patrick’s community involvement includes serving on the Indiana University School of Medicine’s Planned Giving Committee. He previously served as a board member for the Indiana chapter of the Council for the Advancement and Support of Education (CASE). He’s also volunteered for Butler University’s annual service program, Bulldogs into the Streets.
Patrick enjoys spending time with his wife and their two children. He’s also an avid Nebraska Cornhusker fan.
Kevin Burris is a Wealth Planner at Spectrum Wealth Management. His goal is to help clients have peace of mind that their plan is on track, even in volatile times.
Prior to joining Spectrum Kevin worked in the pharmaceutical industry with Bristol-Myers Squibb and AstraZeneca. During that time, he served in a variety of roles in Sales Analysis, Sales Systems, Disease State Management and Field Sales.
Kevin is married and enjoys spending time with his wife exploring downtown Indianapolis. In his free time, he enjoys golf, reading and watching IU sports.
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.
Nate White is the Portfolio Analyst and Senior Project Manager at Spectrum Wealth Management. He has worked in the banking and investment industry since 2013, acquiring the knowledge to analyze and understand complex financial portfolios.
Prior to joining Spectrum, Nate worked for the private wealth arm of a broker-dealer as well as an ultra-high-net-worth investment advisory firm.
Nate is married with a son who keeps him very active. In his free time, he is an avid gardener and woodworker. He loves the outdoors and taking his son on bicycle rides.
Angela French is a Client Service Associate 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 Service 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.
Rhonda Paris is a Client Service Associate at Spectrum Wealth Management. She values working closely with clients and developing long-term relationships.
Prior to joining Spectrum in 2017, she worked for a wealth management/investment advisory office located in Indianapolis, IN, serving as a Client Service Associate to high-net-worth families.
Rhonda enjoys reading, gardening and antique shopping. She and her husband John also enjoy spending time together with family and friends.
Alex French is a Portfolio Associate at Spectrum Wealth Management. He has worked in the investment management industry over a year and is passionate about markets and investments.
Alex spends a lot of time with family. In his free time he reads, conducts research on companies, plays tennis, and enjoys learning languages.
Kelli Maxwell is the Communications and Marketing Manager at Spectrum Wealth Management. With a background in marketing, graphic design and writing, she enjoys being creative and finding innovative solutions for communications and business processes.
Prior to joining Spectrum, Kelli worked for a large non-profit organization and has a heart for philanthropy and helping those in need.
Kelli is married and enjoys spending time with her husband, two stepdaughters, and two rescue dogs. She also enjoys cooking, spending time with close friends, and volunteering.
Molly is the Controller at Spectrum Wealth Management. She has 30 years of Accounting, Finance, and HR experience with “Big 4,” private, start-up, public, and VC-backed multi-location and multinational small-to-mid-market companies. As Controller, she will collaborate 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.
Michael is Senior Wealth Advisor at Spectrum Wealth Management and has been active in the investment, banking and wealth management industries for over two decades. Michael is passionate about helping clients and their families achieve their financial goals and objectives through a needs-based discovery and collaborative decision-making process. Prior to joining Spectrum, Michael helped ultra-high-net-worth and affluent families execute complex investment, wealth planning and estate planning needs. Michael has held multiple investment licenses and designations throughout his career and is currently a candidate for the CERTIFIED FINANCIAL PLANNER (CFP®) designation.
When not in the office, Michael enjoys spending time with his wife, Holly, and their three children at the lake, traveling and camping (glamping). Michael also enjoys reading, coaching little league sports and you may even find Michael out on the golf course from time to time.
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