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.*


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

Bob Phillips

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
  • 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

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.

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

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
  • 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

Daniel D. Meiklejohn

Managing Director

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.

Education and Designations
  • CFP®, Certified Financial Planner
  • CPA, Certified Public Accountant
  • CExP™, Certified Exit Planner
  • Bachelor of Science Degree in Finance and Accounting from Indiana University
  • Juris Doctorate from Indiana University Robert H. McKinney School of Law
Professional Affiliations
  • Indianapolis Bar Association
  • Indiana State Bar
  • American Institute of Certified Public Accountants
  • Business Enterprise Institute

Brian Short

Senior Wealth Advisor

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.

Education and Designations
  • IDOI Life, Health & Annuities
  • Bachelor of Science in Finance/Economics from Olivet Nazarene University - Bourbonnais, IL
Professional Affiliations
  • Financial Planning Association

Greg Thompson

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

Anna Renner

Executive Assistent and Office Administrator

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.

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

Kyla Prows

Senior Client Experience Associate

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.

Education and Designations
  • Bachelor of Science in New Media Arts and Sciences from Indiana University

Angela French

Client Experience Operations Manager

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.

Education and Designations
  • FPQP, Financial Paraplanner Qualified Professional

Kathy Crone

Client Experience Operations Manager

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.

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

Rhonda Paris

Senior Client Experience Associate

Rhonda Paris is a Senior Client Experience 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.

Zach Quante


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.

Education and Designations
  • Bachelor of Science degree in Finance from Marian University

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.

Trinity Marshall

Client Experience Associate

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.

Education and Designations
  • Bachelor's degree in Management from Marian University

Cole McCarter

Associate Wealth Advisor

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.

Education and Designations
  • Bachelor of Science degree, Finance from Indiana University

Looking for more?

Find out what an independent, multidisciplinary team can do for you. To schedule a personal meeting, call us toll-free at 1.877.663.5601 or complete the form below.

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