We are pleased to announce that Daniel D. Meiklejohn (“Daniel”), JD, CPA, CFP®, CExP™, has joined Spectrum Wealth Management (“Spectrum”) as Managing Director. “We are excited to add Daniel to Spectrum’s dedicated and knowledgeable team. Our core focus has always been helping our clients maximize their financial lives by creating personalized frameworks to optimize their financial outcomes. We believe Daniel’s background and experience can enhance our service offering to clients while positioning Spectrum well for future growth,” said Bob Phillips, co-founder and President of Spectrum.

Before joining Spectrum, Daniel held impactful roles at industry-leading professional firms in wealth management, accounting, and law, most recently working as an attorney in Ice Miller LLC’s Trusts, Estates, and Private Wealth practice group.

When asked about his new role at Spectrum, Daniel stated, “I am excited to join Spectrum in the role of Managing Director. I very much look forward to playing a critical role in the firm’s next phase of growth and innovation, building upon the firm’s exceptional client service and offerings to clients, and collaborating with firm leadership on strategic initiatives to strengthen Spectrum’s presence in the Indiana and Midwest markets.”

Spectrum Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Additional information about Spectrum’s investment advisory services is found in Form ADV Part 2, which is available upon request. The information presented is for educational and illustrative purposes only and does not constitute tax, legal, or investment advice. Tax and legal counsel should be engaged before taking any action. The opinions expressed and material provided are for general information and should not be considered a solicitation for purchasing or selling any security.