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Your Spahn Financial Team

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We know no two people are the same, and therefore, no two financial plans are the same. At Spahn Financial, our team of experts is here to understand the intricacies of your unique circumstances and work with you to build a roadmap for financial security. With decades of experience and a highly credentialed team, we’re here to advise along your journey of wealth accumulation so that you can leave a legacy for generations to come.

Kevin M. Spahn J.D., CFP®, CLU®, ChFC®

Founder and President

Timothy M. Funke CFA®

Vice President and Partner

Kyle A. DeRaedt CFP®, CPWA®

Chief Operating Officer and Partner

Nirav Patel

Director of Investments and Partner

Bill Armonda

Private Wealth Lead Advisor

Jason Balogh

Associate Wealth Management Advisor

Daniel DeAngelis

Financial Planning Analyst

Chase DuMonthier

Investment Operations Associate

Kelly J. Eddy

Client Service Associate

Laura A. Frank

Business Manager

Kathryn Fricano

Financial Planning Analyst

Andrew Janusz CFA®

Private Wealth Advisor

Michelle L. Komperda

Director of Client Services

Cody Maxwell

Associate Wealth Management Advisor

Nora Patos

Operations Manager

Jeff Van Horn

Director of Client Development

Steven M. Wilder CFP®, CLU®

Director of Financial Planning

We're Top-Ranked - Congratulations to Kevin Spahn on his recent recognition

National Recognition

Kevin Spahn and Spahn Financial are proud to be recognized by Barron’s, Forbes, Financial Times, Northwestern Mutual, and more as a top financial planning firm in the nation.



Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Barron’s “Top 1,200 Financial Advisors” list (March 2024), based upon data as of 9/30/2023. Forbes "Best-in-State Wealth Advisors" list (April 2024, 2023), based upon data as of June 30th of the preceding year. Research and ranking provided by SHOOK® Research, LLC. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon data as of December 31st of the prior year. The Financial Times “400 Top Retirement Advisers” list, (October 2020, October 2019, September 2018, September 2017), based upon data as of December 31st of the preceding year.   Listing was produced annually by the Financial Times. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

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Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Barron’s “Top 1,200 Financial Advisors” list (March 2024), based upon data as of 9/30/2023. Forbes "Best-in-State Wealth Advisors" list (April 2024, 2023), based upon data as of June 30th of the preceding year. Research and ranking provided by SHOOK® Research, LLC. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon data as of December 31st of the prior year. The Financial Times “400 Top Retirement Advisers” list, (October 2020, October 2019, September 2018, September 2017), based upon data as of December 31st of the preceding year.   Listing was produced annually by the Financial Times. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

National Recognitions

Our team of experts is highly credentialed. We are dedicated to continuing education to ensure a sophisticated experience for sophisticated clients. Members of our team hold the following designations: CFP® - Certified Financial Planner, CPWA® - Certified Private Wealth Advisor, CFA® - Chartered Financial Analyst, ChFC® - Chartered Financial Consultant, CLU® - Chartered Life Underwriter, JD - Juris Doctor.

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