MEQUON,
Wis., May 16, 2024 /PRNewswire/ -- Spectrum
Investment Advisors is thrilled to announce the exciting three
additions to our firm. Spectrum continues to grow and seek
individuals who bring not just talent, but also heart. These new
hires exemplify this perfectly, possessing both a relentless work
ethic and a deep care for their colleagues and our mission.
Max
Flanagan, AAMS®, CFP®
hired as Wealth Manager
Max is licensed as an Accredited Asset Management Specialist
(AAMS®) and Certified Financial Planner
(CFP®). Max started at a small RIA in Brookfield, WI where he enhanced the business
development department. As Max transitioned to Charles Schwab, he continued working in business
development. Leveraging his extensive experience and expertise in
business development, Max will be helpful in driving the company's
growth.
Blaine Disrud, CFA®
hired as Portfolio Manager
Blaine brings a sharp mind and a
meticulous eye for detail to his role as Spectrum's Portfolio
Manager. Prior to Spectrum, Blaine worked for Voit & Company
and Annex Wealth Management as a Research Analyst and Trader. His
passion for the financial markets and his dedication to thorough
research are already making a valuable impact on our team.
"We're confident that Blaine's commitment to excellence will be
instrumental in helping us achieve our investment goals." –
Jonathan Marshall, Chief Investment
Officer of Spectrum Investment Advisors
Marina Moths hired as VP Financial Wellness
Marina
successfully passed Series 6 & 63, Wisconsin Life and Health
insurance licenses. Originally from El
Salvador, she brings a unique perspective from 11 years of
experience at OneAmerica, where Marina focused on empowering
employees with retirement plan education and engagement. Marina
will bring a new level of understanding and dedication to our
financial wellness program.
"Max, Blaine, and Marina reaffirm our commitment to building a
team that is both high-performing and purpose-driven, by attracting
and retaining top talent who make a positive impact." –
Manuel Rosado, President of Spectrum
Investment Advisors
About Spectrum Investment Advisors
Spectrum Investment Advisors was incorporated in 1995. Spectrum
is a Registered Investment Adviser built on the premise that
achieving one's financial goals depends on independent financial
advice, timely research, and easy access to the investments and
services that best fit an investor's specific needs. For more
information about Spectrum visit their website at
www.spectruminvestor.com. Registration with the SEC does not imply
a certain level of skill or training.
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SOURCE Spectrum Investment Advisors