A passion for financial advising began early, inspired by watching my father, Robert Spagiare, build lasting, trust-based relationships with his clients. That foundation of listening, learning, and guiding has shaped the way I work with individuals, families, and businesses. With over fifteen years of experience as a Financial Consultant, I remain focused on one core principle, putting the client first.
I aim to simplify the financial planning process and deliver personalized strategies that support long-term success. Whether helping a family build a legacy or guiding a business owner through retirement plan design, I take time to understand each client’s unique goals before crafting solutions that are both practical and forward-thinking.
My areas of focus include comprehensive financial planning, retirement income strategies, protection planning for individuals and families, small business benefits design, estate and legacy planning, and wealth management, including college savings and life insurance solutions.
I’m a graduate of Virginia Tech’s Pamplin College of Business and have been honored with the Five Star Wealth Manager Award, Awarded by Crescendo Business Services dba Five Star Professional, 5 times, most recently again in 2024. In 2021, I was proud to be recognized by Forbes as one of Pittsburgh’s top 40 advisors under 40, awarded by The Business Journal, Pittsburgh, Pennsylvania.
Outside the office, I enjoy spending time with my family, friends, and neighbors. You’ll often find me golfing, traveling, hiking, skiing, or unwinding with yoga.
California Insurance License #: 0L26435 Arkansas Insurance License #:11157432
Five Star Wealth Manager (2024) - Awarded by Crescendo Business Services dba Five Star Professional
40 Under 40 (2021) - Awarded by Pittsburgh, PA - The Business Journal