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Your Spahn Financial Team

Team photo

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

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


Kelly J. Eddy

Client Service Associate

Laura A. Frank

Business Manager

Kathryn Fricano

Financial Planning Analyst

Michelle L. Komperda

Director of Client Services

Nora Patos

Operations Manager

Jeff Van Horn

Director of Client Development

Steven M. Wilder CFP®, CLU®

Director of Financial Planning