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 reason for its founding is to be there for financial professionals! We’re in their corner.

-David Blisk

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Favorite Sport

Playing: Golf | Watching: Football

Go-To Restaurant

Coastal Flats & Patsy's

Drink of Choice

Iced Tea

Currently Binging

Hawkeye

Preferred Superpower

Dr. Strange's Time Powers

Fun Fact

Years of Experience

31

Years at Spire IP

25

Most Used Program(s)

Outlook & Chrome

Cups of Coffee Per Day

Stash Double Bergamot Earl Grey

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

David Blisk

Founder & CEO

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.

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Favorite Sport

Beach Volleyball

Go-To Restaurant

Patsy's

Drink of Choice

Loverboy

Currently Binging

Hawkeye

Preferred Superpower

Super Strength

Fun Fact

Years of Experience

10

Years at Spire IP

10

Most Used Program(s)

Microsoft Office

Cups of Coffee Per Day

1

Printer/Scanner Skill

0/10

Customer Service

10/10

Personal
Industry

LauraMarie E. Ross

Senior Vice President

LauraMarie E. Ross

Senior Vice President

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.

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Favorite Sport

Football

Go-To Restaurant

Passion Fin

Drink of Choice

Coffee

Currently Binging

Ted Lasso

Preferred Superpower

Omniscience

Fun Fact

Oldest son stayed in the same freshman dorm at UVA

Years of Experience

25+

Years at Spire IP

5

Most Used Program(s)

Teams, Outlook & Excel

Cups of Coffee Per Day

2.5

Printer/Scanner Skill

9/10

Customer Service

10/10

Personal
Industry

Bob Lord

Chief Operations Officer

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


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Favorite Sport

Soccer (Go Chelsea!)

Go-To Restaurant

Q-Shack

Drink of Choice

Beer (preferably free and cold)

Currently Binging

Homestead Rescue

Preferred Superpower

Omnifabrication (aka MacGyver)

Fun Fact

Has run 8 marathons!

Years of Experience

27

Years at Spire IP

1

Most Used Program(s)

Redtail

Cups of Coffee Per Day

4-5

Printer/Scanner Skill

7/10

Customer Service

10/10

Personal
Industry

Scott Fewin

Sr. Vice President of Business Development

Scott Fewin

Sr. Vice President of Business Development

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.


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Favorite Sport

Tennis, Football & Equestrian Events

Go-To Restaurant

La Villa Roma

Drink of Choice

Iced Tea | White Wine

Currently Binging

More of a reader!

Preferred Superpower

Super Brain

Fun Fact

Years of Experience

30+ in Compliance

Years at Spire IP

18

Most Used Program(s)

Outlook

Cups of Coffee Per Day

1 Large Mug

Printer/Scanner Skill

7/10

Customer Service

10/10

Personal
Industry

Sue McKeown

Chief Compliance Officer

Sue McKeown

Chief Compliance Officer

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.

Education
BS, George Mason University
FINRA Licenses S7, S63, S24, S28, S51

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Favorite Sport

Sport Climbing

Go-To Restaurant

B-Side

Drink of Choice

Home-brewed Beer!

Currently Binging

Documentaries

Preferred Superpower

Telekinesis

Fun Fact

Years of Experience

10+

Years at Spire IP

10+

Most Used Program(s)

Outlook, Laserfiche & Spire Support Center

Cups of Coffee Per Day

1-2

Printer/Scanner Skill

12!

Customer Service

10/10

Personal
Industry

Allen Eickelberg

VP, Director of Operations

Allen Eickelberg

VP, Director of Operations

Allen Eickelberg is the director of operations for Spire Investment Partners, LLC. Since 2011, Allen has filled many roles at Spire working with executive leadership and wealth management teams to manage projects and introduce new technologies to the firm. He specializes in coaching others to adopt technology, and works with Wealth Managers transitioning to Spire on how to best utilize systems to streamline their practices.

A graduate of Virginia Tech; Allen enjoys spending his free time volunteering in his ceramics studio and brewing home-made beer!

Education
BS, Virginia Tech
FINRA Series 7, 63, 66, 52, 53, 24
Certified Financial Planner Practitioner


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Favorite Sport

Play: Tennis | Watch: NFL

Go-To Restaurant

Sweetwater Tavern

Drink of Choice

Coffee

Currently Binging

Wheel of Time

Preferred Superpower

Telekinesis

Fun Fact

Years of Experience

17

Years at Spire IP

8+ Years

Most Used Program(s)

Excel

Cups of Coffee Per Day

2

Printer/Scanner Skill

7/10

Customer Service

10/10

Personal
Industry

Josh Bright

VP, Director of Finance

Josh Bright

VP, Director of Finance

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.

Education
BS, George Mason University
Certified Public Accountant
Series 27 Financial and Operations Principal License

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Favorite Sport

Baseball

Go-To Restaurant

Joe’s Stone Crab

Drink of Choice

Grey Goose on the rocks OR Pinot Noir

Currently Binging

Too busy to binge

Preferred Superpower

Reading Minds

Fun Fact

Has visited 35 countries and states

Years of Experience

30+

Years at Spire IP

1

Most Used Program(s)

Laserfiche and Microsoft Office

Cups of Coffee Per Day

2 machines at home, so no comment

Printer/Scanner Skill

8.99/10

Customer Service

10/10

Personal
Industry

Sal Malik

Director of Supervision

Sal Malik

Director of Supervision
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Favorite Sport

Boxing

Go-To Restaurant

Sardi’s Peruvian Chicken

Drink of Choice

H20

Currently Binging

Ray Donovan

Preferred Superpower

Flight

Fun Fact

Years of Experience

23

Years at Spire IP

<1

Most Used Program(s)

Outlook

Cups of Coffee Per Day

1.5

Printer/Scanner Skill

7/10 (on a good day)

Customer Service

10/10

Personal
Industry

Sonya Logan

Designated Supervisor

Sonya Logan

Designated Supervisor
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Favorite Sport

Hockey, but all of them

Go-To Restaurant

Yume Sushi

Drink of Choice

Bourbon and Ginger

Currently Binging

Somebody Feed Phil

Preferred Superpower

Teleportation

Fun Fact

Played 17 years of competitive hockey

Years of Experience

4

Years at Spire IP

4

Most Used Program(s)

Wealthscape & Teams

Cups of Coffee Per Day

As much as I can fit in the mug of the day

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Andrew Baron

Supervisor

Andrew Baron

Supervisor
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Favorite Sport

Soccer and Golf (playing & watching)

Go-To Restaurant

Lebanese Taverna

Drink of Choice

Craft Beer

Currently Binging

Ted Lasso

Preferred Superpower

Hyper Healing

Fun Fact

Years of Experience

20+ (13 in Compliance)

Years at Spire IP

1

Most Used Program(s)

Outlook, Laserfiche & SpireAccess

Cups of Coffee Per Day

2

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Jeff Ameen

AVP, Compliance

Jeff Ameen

AVP, Compliance
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Favorite Sport

Basketball

Go-To Restaurant

Any good Italian restaurant

Drink of Choice

Water

Currently Binging

still searching

Preferred Superpower

Super Strength

Fun Fact

Thinks he isn’t fun but secretly is

Years of Experience

33

Years at Spire IP

5

Most Used Program(s)

Outlook and Excel

Cups of Coffee Per Day

1 Mug (strong)

Printer/Scanner Skill

7/10

Customer Service

10/10

Personal
Industry

Jorge Blum-Wulkan

Operations Principal

Jorge Blum-Wulkan

Operations Principal
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Favorite Sport

Hockey

Go-To Restaurant

Drink of Choice

Water

Currently Binging

More of a reader!

Preferred Superpower

Prayer – John 14:13

Fun Fact

Was his boss's high school teacher

Years of Experience

40+

Years at Spire IP

1.5+

Most Used Program(s)

Excel

Cups of Coffee Per Day

3+ Cups

Printer/Scanner Skill

5/10

Customer Service

10/10

Personal
Industry

Daniel Konczal

Senior Accountant

Daniel Konczal

Senior Accountant
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Favorite Sport

Football (to watch)

Go-To Restaurant

The Cheesecake Factory

Drink of Choice

Soda

Currently Binging

Riverdale

Preferred Superpower

Teleportation

Fun Fact

Studied abroad in Spain

Years of Experience

1

Years at Spire IP

1

Most Used Program(s)

Outlook

Cups of Coffee Per Day

0

Printer/Scanner Skill

8.5/10

Customer Service

10/10

Personal
Industry

Leah Lattman

Office Manager

Leah Lattman

Office Manager
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Favorite Sport

Watching: Cricket | Playing: Tennis, Basketball & Badminton

Go-To Restaurant

Any Indian Restaurant

Drink of Choice

Lemonade

Currently Binging

More of a reader!

Preferred Superpower

Super Speed so I can make it to India in seconds

Fun Fact

Years of Experience

5

Years at Spire IP

2.5+

Most Used Program(s)

Laserfiche / Workplace / Spire Access

Cups of Coffee Per Day

2 Cups of Homemade Ginger Tea!

Printer/Scanner Skill

9/10

Customer Service

10/10

Personal
Industry

Ekta Punjabi

Operations Associate

Ekta Punjabi

Operations Associate
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Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Cobra Kai

Preferred Superpower

Teleportation

Fun Fact

BJJ Brown Belt

Years of Experience

5

Years at Spire IP

<1

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day

1-2

Printer/Scanner Skill

7/10

Customer Service

10/10

Personal
Industry

Kal Al-qaneh

Marketing Coordinator

Kal Al-qaneh

Marketing Coordinator
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Favorite Sport

Formula One!

Go-To Restaurant

Bastille (Downtown Alexandria)

Drink of Choice

Ice-cold Sprite

Currently Binging

The Witcher & Jujitsu Kaisen

Preferred Superpower

Teleportation

Fun Fact

"Rulebook Warrior" when it comes to board games.

Years of Experience

2

Years at Spire IP

<1

Most Used Program(s)

Microsoft Teams

Cups of Coffee Per Day

2

Printer/Scanner Skill

7/10

Customer Service

10/10

Personal
Industry

Justice Vivero

Operations Associate

Justice Vivero

Operations Associate
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Favorite Sport

Golf & Tennis

Go-To Restaurant

Vito's Pizza

Drink of Choice

Espresso

Currently Binging

The Great

Preferred Superpower

Time Control

Fun Fact

Years of Experience

3

Years at Spire IP

<1

Most Used Program(s)

Chrome

Cups of Coffee Per Day

4

Printer/Scanner Skill

1/10

Customer Service

10/10

Personal
Industry

Davis Lundberg

Operations Associate

Davis Lundberg

Operations Associate
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Favorite Sport

Football

Go-To Restaurant

Busboys & Poets

Drink of Choice

Pellegrino, but any sparkling water will suffice

Currently Binging

Yellowstone

Preferred Superpower

Mind Control

Fun Fact

I have a fear of birds. All birds.

Years of Experience

17

Years at Spire IP

<1

Most Used Program(s)

Spire Support Center

Cups of Coffee Per Day

2

Printer/Scanner Skill

10!

Customer Service

10/10

Personal
Industry

Courtney Smith

Lead Client Service Associate

Courtney Smith

Lead Client Service Associate
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Favorite Sport

Hockey!

Go-To Restaurant

Sweet Water Tavern

Drink of Choice

Diet Coke

Currently Binging

Book of Boba Fett

Preferred Superpower

Super Strength

Fun Fact

Been to Africa twice on missions' trips

Years of Experience

4.5

Years at Spire IP

4.5

Most Used Program(s)

Excel & Outlook

Cups of Coffee Per Day

Occasional cup of tea

Printer/Scanner Skill

5/10

Customer Service

10/10

Personal
Industry

Cade Perozich

Staff Accountant

Cade Perozich

Staff Accountant