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.
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.
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.
BA, University of Virginia
MBA, Fuqua School of Business at Duke
Scott has over 20 years of financial services experience, which started internationally with Merrill Lynch in Dubai. Scott spent 15 years overseas (Dubai and London) as a financial advisor before returning to the US. After a short stint as a wholesaler positioning alternative investments and UCITS funds along the east coast, Scott joined LPL Financial to develop new business throughout the southeast. Prior to joining Spire, Scott was a business development officer at TD Ameritrade. Scott is a graduate of the US Military Academy at West Point and spent six years in the Army. Scott is married, has two adult children and resides in Charlotte, NC.
Sue, an industry veteran of thirty years, keeps the Spire office and its advisors on track as the firm’s Chief Compliance Officer. In addition to her work with Spire, she is also a member of the National Society of Compliance Professionals.
BS, George Mason University
FINRA Licenses S7, S63, S24, S28, S51
Josh serves Spire’s advisors by overseeing the regulatory and internal financial reporting for Spire, as well as providing crucial business oversight for the company’s Finance department. Josh enjoys volunteering at church, spending time with his wife and three daughters, and playing tennis.
BS, George Mason University
Certified Public Accountant
Series 27 Financial and Operations Principal License