About Us

Connecting Wealth to Purpose for Over 25 Years

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.

At Spectrum, we believe it is essential to partner with an advisor that can help you connect your wealth to purpose—someone who can design thoughtful, sophisticated, and tailored financial solutions to assist you in navigating your path forward no matter what you may encounter along the way.

Problem-Solving Capabilities

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.

Multidisciplinary Team

Our highly credentialed team includes tax professionals with CPA credentials, CFA® Charterholders, CFP® professionals, and other financial experts. This means you can expect truly comprehensive service and relevant, custom solutions.

Fee-Based Firm

As an independent, fee-based firm, we focus on delivering personalized advice to our clients.

Process-Driven Approach

We operate through well-defined and well-thought-out processes for investing, planning and client service.

What Do Our Credentials Mean?

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.*

YOU MAY RECOGNIZE MEMBERS OF OUR TEAM FROM:

*Value of Advice source: Vanguard, Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha 2019

Bob Phillips

CFP®, CFA®, CPA
President, Co-Founder

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.

Education and Designations
  • CFP®, CERTIFIED FINANCIAL PLANNER Professional
  • CFA®, Chartered Financial Analyst®
  • CPA, Certified Public Accountant
  • Bachelor of Science degree in Accounting from Ball State University
Professional Affiliations
  • CFA Institute
  • Financial Planning Association
  • American Institute of Certified Public Accountants
  • Indiana CPA Society
  • CFA Society of Indianapolis
  • Legacy Wealth Coach
  • Marian University Corporate Committee

Leslie Thompson

CFA®, CPA, CDFA
Chief Investment Officer, Co-Founder

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.

Education and Designations
  • CFA®, Chartered Financial Analyst®
  • CPA, Certified Public Accountant
  • CDFA, Certified Divorce Financial Analyst®
  • Bachelor of Science degree in Accounting from Indiana University
Professional Affiliations
  • CFA Institute
  • CFA Society of Indianapolis
  • American Institute of Certified Public Accountants
  • Institute of Divorce Financial Analysts

Tia Lee

CFP®, CTFA
Director of Wealth Planning

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.

Education and Designations
  • CFP®, CERTIFIED FINANCIAL PLANNER Professional
  • CTFA, Certified Trust and Financial Advisor
  • Bachelor of Science degree in Accounting from Ball State University
Professional Affiliations
  • Financial Planning Association
  • Trust and Investment Planning ABA
  • Women for Change Coaching Community
  • Polished Brash Toastmasters

Patrick Schaecher

CPWA®, MBA
Wealth Advisor

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.

Education and Designations
  • CPWA®, Certified Private Wealth Advisor
  • Bachelor of Science degree from the University of Nebraska-Omaha,
  • Master of Arts from Ohio State University
  • MBA from Butler University
  • Wealth Management Theory & Practice Program from the Yale School of Management
Professional Affiliations
  • Investments & Wealth Institute, Member

Kevin Burris

RICP®, MBA, Candidate for CFP® Certification
Wealth Planner

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.

Education and Designations
  • RICP®, Retirement Income Certified Professional
  • Candidate for Certification – CERTIFIED FINANCIAL PLANNER Professional
  • Kevin has a Bachelor of Arts in Telecommunications from Indiana University
  • Master of Business Administration in Finance and Marketing from Indiana University
  • Certificate in Financial Planning from the University of Georgia
Professional Affiliations
  • Financial Planning Association

Greg Thompson

CMT®
Portfolio Manager

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.

Education and Designations
  • Bachelor’s degree from Purdue University (1994)
  • CMT®, Chartered Market Technician

Nate White

Portfolio Analyst and Senior Project Manager

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.

Education and Designations
  • Bachelor of Arts degree in Economics from Indiana University Purdue University

Angela French

FPQP
Office Manager & Client Service Associate

Angela French is an Office Manager and 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.

Education and Designations
  • FPQP, Financial Paraplanner Qualified Professional

Kathy Crone

Client Service Operations Manager

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.

Education and Designations
  • Bachelor of Science in Marketing from Ball State University

Rhonda Paris

Client Service Associate

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

Portfolio Associate

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.

Education and Designations
  • Bachelor of Science in Finance from Indiana University Purdue University Indianapolis Kelley School of Business (2020)
  • Bachelor of Arts in Economics from Indiana University Purdue University Indianapolis School of Liberal Arts (2020)

Kelli Maxwell

Communications and Marketing Manager

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 MacTaggart

Chief Operating Officer and Controller

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.

Education and Designations
  • Molly received her Bachelor of Science from the Geis College of Business at the University of Illinois, Urbana-Champaign.

Michael E. Larson

MBA
Senior Wealth Advisor

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.

Education and Designations
  • Bachelor of Arts in English Literature from Indiana University
  • Master of Business Administration from University of Phoenix

Cole McCarter

Analyst

Education and Designations

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