Experience

Spotlight Asset Group, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Chief Executive Officer

  • May 2017 - Present

  Spotlight Asset Group sees a need in the Investment Industry to bring forth a solution that will help clients bring total clarity to their overall financial situation. Our team is dedicated to our Three Guiding Principles of Transparency, Technology, and Total Wealth. We have a flat fee structure which is very easy to understand. Spotlight also utilizes the latest technology to give clients 24/7 access to their updated financial plan and all of their accounts whether they are managed by Spotlight or not. Lastly, we have a team of professionals that can help advise clients in all aspects of their financial life. Spotlight Asset Group has doubled in assets under management in each of the last two years and as of January 2020 they had approximately $400M in Assets Under Management thru their 8 offices across the United States. Show less



Creative Planning

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• Financial Services
• 700 & Above Employee

• Director of Wealth Management

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• United States
• Financial Services
• 700 & Above Employee

• Branch Manager

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