About – Spectrum Investment Advisors
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INDUSTRY LEADERSHIP・COMMUNITY IMPACT

Spectrum 25 Logo - Light Silver Text & Larger Color Circle w Text Shadow

1995-2020

Understanding makes the difference.

As you get to know us, you’ll find a harmonious team of unique individuals, each bringing a strong background, a deep commitment, exceptional education and training, an informed perspective, and a personal passion for driving success. If you look in the windows of our own coffeehouse on any given day, you’ll see a group that knows how to work together, and engage the powerful wisdom that only a strong team offers.

 

  • Celebrating 25 years in business
  • Patented color-coded Spectrum Investor® Communication Process
  • Registered Investment Advisor with the Securities and Exchange Commission (SEC)*
  • Privately held and independent firm with all six partners actively involved
  • Selected as Best Places to Work by local and national publications (see press and awards below)

*Registration with the SEC does not imply a certain level of skill or training

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Manuel Rosado
President/Partner
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Jonathan Marshall
CIO/CCO/Partner
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Matthew Demet
Senior Vice President - Business Development/Partner
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James F. Marshall
Chairman, Founder
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Cheryl A. Besaw
Vice President/Partner
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Brian White
Wealth Manager/Partner
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Scott Schwartz
Senior Relationship Manager
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Suzanne M. Weeden
Senior Relationship Manager
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Mike McDonald
Wealth Manager/Relationship Manager
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Ryan Strankowski
Relationship Manager
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Dan DeDecker
Relationship Manager
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Smita Sinonpat
Investment Analyst
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Paul Minick
Account Executive
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David Radowski
Employee Education & Wellness Manager
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Jeff Croatt
Account Executive
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Laura Schnoor
Account Executive
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Joanne Tomczak
Account Executive
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John Miller
Account Executive
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Elizabeth Walter
Account Executive
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Chris Kortendick
Account Executive
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Donna Allen
Office Manager/Compliance Coordinator
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Angie Franzone
Event Coordinator/Communications Editor
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Sara Olson
Sales Specialist

PRESS & AWARDS

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From the quality of our workplace to the depth of our track record, we’ve been honored with a wide range of prestigious awards and recognitions. We’re extremely proud of each and every one, but the most important recognition of all is the loyalty of our clients. Our thanks to all.

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