Spectrum Investment Advisors Expands Team with Key Hires
Spectrum Investment Advisors Welcomes New Team Members
Spectrum Investment Advisors is thrilled to announce the recent addition of three talented professionals to its dynamic team. This strategic move is aimed at bolstering the firm’s commitment to superior client service and enhancing its operational capabilities.
Meet the New Team Members
Each newcomer brings unique skills and fresh perspectives, enriching the company’s expertise and dedication to client satisfaction.
Marcos Rosado Joins as Associate Advisor
Marcos Rosado has stepped into the role of Associate Advisor. His academic background is impressive, having graduated from Taylor University with a degree in business management and a finance minor. Marcos is set to enhance the client experience through meticulous meeting preparation, thorough investment research, and comprehensive data analysis. He is known for his ability to juggle numerous responsibilities with remarkable precision.
Jerica Keifenheim, Client Service Associate
Jerica Keifenheim has joined the firm as a Client Service Associate, where she will play a vital role in supporting the advisory team. With her bachelor’s degree in science-human services leadership from the University of Wisconsin Oshkosh, Jerica will be instrumental in preparing essential sales documents, facilitating client reviews, and developing educational materials. She is celebrated for bringing infectious positive energy that resonates throughout the team.
Leah Lang Enters as Client Service Associate
Leah Lang is also taking on the Client Service Associate role. She holds an AA degree and a certificate in legal studies, equipping her with the essential skills to support the retirement team’s administrative functions. Leah's strong organizational capabilities and attention to detail are key assets that will contribute to the efficiency of the overall team.
Commitment to Excellence
The addition of these three professionals marks an exciting chapter for Spectrum Investment Advisors. Their enthusiasm and dedication are expected to enhance the company’s culture and overall performance.
About Spectrum Investment Advisors
Spectrum Investment Advisors was established in 1995, operating as a Registered Investment Adviser. The firm is founded on the belief that achieving financial goals requires independent financial advice, timely market research, and access to investments tailored to individual needs. Spectrum is dedicated to providing personalized service aimed at meeting the unique requirements of each client.
Frequently Asked Questions
What are the new roles at Spectrum Investment Advisors?
The new hires include an Associate Advisor and two Client Service Associates, enhancing the firm's client service capabilities.
Where did Marcos Rosado graduate from?
Marcos Rosado graduated from Taylor University with a degree in business management and a finance minor.
What are Jerica Keifenheim's qualifications?
Jerica holds a bachelor's degree in science-human services leadership from the University of Wisconsin Oshkosh.
What support will Leah Lang provide?
Leah Lang will support the retirement team's administrative functions, improving overall efficiency.
When was Spectrum Investment Advisors founded?
Spectrum Investment Advisors was founded in 1995 and is committed to providing tailored investment solutions.
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