Team profile


What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Awards & recognition

  • Charissa Spach, Working Mother Top Wealth Advisor Moms, 2021

Recognized in Working Mother magazine

We’ve got some exciting news to share: Charissa Spach has been named to the Working Mother Top Wealth Advisor Moms list for 2021. All of us at Spach & Associates couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Working Mother magazine for the recognition.