Meet the Spectrum Team
The Spectrum team is highly experienced in the retirement plan industry with a passion for personal retirement planning and individual wealth management. Learn more about each of our dedicated team members below, including our seven shareholders on the right:
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James F. Marshall
Chairman/Partner
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Manuel Rosado
President/Partner
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Jonathan Marshall
CIO/CCO/Partner
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Matthew Demet
SR. VP - Business Development/Partner
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Cheryl A. Besaw
Vice President/Partner
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Brian White
Wealth Manager/Partner
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John Schaetzel
Account Executive/Partner
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Scott Schwartz
Senior Relationship Manager
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Suzanne Weeden
Senior Relationship Manager
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Mike McDonald
Relationship Manager/Wealth Manager
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Ryan Strankowski
Relationship Manager
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Dan DeDecker
Relationship Manager
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Katherine Marquez
Investment Analyst
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David Radowski
Employee Education & Wellness Manager
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Joanne Tomczak
Account Executive
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Jeff Croatt
Account Executive
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Laura Schnoor
Account Executive
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John Miller
Account Executive
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Chris Kortendick
Account Executive
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Elizabeth Walter
Account Executive
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Paul Minick
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
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Chelsea Watzig
Sales Assistant/Receptionist