Schedule a Meeting With Our Team.

Welcome to our scheduling page. We’re glad you found us! Please select the team member below to schedule a meeting. We are looking forward to speaking with you!

Financial Professionals.

Looking to schedule an Initial Consultation or a Review Meeting or just to simply check-in on things? Contact one of our Financial Professionals.

Dean L. Spada

Founder

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Kevin M. Spada

Financial ADVISOR

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Account Services.

Recently moved, need to update beneficiaries or just make some updates to your accounts? Contact one of our experienced Account Services Professionals.

Nikki Brunelle

Client Services
Director

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Jillian Crouse

Client Relations
Associate

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Bethany Spada

Director,
Marketing Operations

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Need to contact the office? Give us a call.
860.432.9043