OUR TEAM

Message From Our Founder

Every day I ask myself and my entire firm, “What can we do for our advisors today?” Spire Investment Partners’ culture and the reason for existing is to be there for financial professionals! We’re in their corner.

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

Years at Spire IP

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Kathleen Pena-Schurr

Advisor Support Specialist

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

Years at Spire IP

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Steven O'Donnell

Compliance Principal

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 657-6077

Years at Spire IP

4

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Jeremy Ziemba

Advisor Support Specialist

My professional career has focused on operations management and elevating client satisfaction. This lays the groundwork for seamless client interactions and sustained success. My commitment to excellence is reflected in my aim: to ensure the success of our clients and our team.

On a personal note, I grew up in San Diego, spent my 30's in Denver, Colorado, and now reside in New York's beautiful Hudson Valley. I spend my personal time volunteering, hiking, and enjoying life with my wife and our dog, Zoey.

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 657-6074

Years at Spire IP

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Emily Donaldson

Senior Designated Supervisor

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 657-6063

Years at Spire IP

3+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Jack O'Brien

Advisor Support Specialist

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

703-657-6073

Years at Spire IP

3+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Ryan Dietz

Senior Accountant

Highly motivated team player who is always looking to learn more and improve job processes to create the most efficient work environment for myself and my team.

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

703-657-6062

Years at Spire IP

16+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Hallie Swayze Marshall

Senior Advisor Support Specialist, Transitions Manager

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 748-5800

Years at Spire IP

2+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Rachel Todd

Office Manager

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 657-6065

Years at Spire IP

29+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Latha Reddy

Director of Technology

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 748-5838

Years at Spire IP

23+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Matt Rossiter

Sr. Vice President of Business Development


Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 657-6079

Years at Spire IP

21+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Patricia Thomas

Compliance Associate

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 657-6067

Years at Spire IP

7+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Cade Perozich

Senior Accountant

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 748-5839

Years at Spire IP

9+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Kal Al-Qaneh

Brand Strategist & Creative Designer

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 657-6076

Years at Spire IP

36+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Jorge Blum-Wulkan

Senior Designated Supervisor

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 657-6071

Years at Spire IP

23+ (Over 16 in Compliance)

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Jeff Ameen

AVP, Compliance

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 657-6072

Years at Spire IP

7+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Andrew Baron

Director of Operations & Supervision

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 657-6075

Years at Spire IP

33+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Sal Malik

Chief Compliance Officer

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 748-5812

Years at Spire IP

28+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Bob Lord

Chief Operations Officer

Bob’s daily responsibilities revolve around one thing: Helping advisors balance growing their firm with the ability to support that growth. With the right combination of technology, workflows, and the people of Spire, Bob believes any advisor can achieve a successful balance.

Bob is a fan of Washington’s sports teams and also enjoys attending Broadway musicals with his family.

Education
BA, University of Virginia
MBA, Fuqua School of Business at Duke


Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 748-5837

Years at Spire IP

13+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

LauraMarie E. Ross

Chief Strategy Officer

LauraMarie enjoys the challenge of guiding and educating prospects looking for a new home. She works with each one to find the right business model, all the way through the execution of your transition. She specializes in helping advisors considering Spire discover clarity of purpose with the right business model. LauraMarie’s center is her family – her husband Patrick, and her four children and their adopted fur baby. They are often playing outside with the grandparents, Spire’s own David and Brenda Blisk.

Bio

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.

Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Ted Lasso

Preferred Superpower

Teleportation

Special Interest / Fun Fact

BJJ Brown Belt

Years of Experience

(703) 748-5824

Years at Spire IP

34+

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day (Avg.)

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

David Blisk

Founder & CEO

David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry – especially the independent financial advisor channel. Describing himself as a “large break-away broker,” David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia.

David’s vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today’s highly regulated environment.