(301) 770-6800—3202 Tower Oaks Blvd., Ste. 400, Rockville, MD 20852
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SPC Financial, Inc.

Human-Centric Wealth Management™

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(301) 770-6800

3202 Tower Oaks Blvd., Ste. 400, Rockville, MD 20852

Our Financial Team

We encourage you to meet our human-centric team of wealth management and tax-integrated advisors.*

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  • Advisors
  • CPA's
  • Financial Associates
  • Financial Planning
  • Client Service
  • Operations
Edward Sella
CPA/PFS
CFP®

Edward G. Sella

President & CEO / Financial Advisor — SPC Financial®| SPC
Meet Edward
Edward's
Leo Martinic
CPA

Leo D. Martinic

Financial Advisor — SPC Financial®| SPC
Meet Leo
William Chatfield
CFP®

William G. Chatfield

Technical Analyst — SPC Financial®| SPC
Meet Greg
Rory McGlynn
CFP®

Rory M. McGlynn

Financial Advisor — SPC Financial®| SPC
Tax Accountant — Sella & Martinic| S&M
Meet Rory
Rory
Bradley Lipman (1)
CPA
CFP®

Bradley P. Lipman

Financial Advisor — SPC Financial®| SPC
Certified Public Accountant — Sella & Martinic| S&M
Meet Brad
Matthew Gilchrist
CPA/PFS
CFP®

Matthew E. Gilchrist

Financial Advisor — SPC Financial®| SPC
Certified Public Accountant — Sella & Martinic| S&M
Meet Matt
Matt's
DSC01200
CFA
CIMA®

Jason J. Davis

Vice President — SPC Financial®| SPC
Meet Jason
Jason
Danny-Ball

Daniel A. Ball

General Counsel / Chief Compliance Officer — SPC Financial®| SPC
Meet Danny
Danny's
Laura-Deyo

Laura E. Deyo

Director of Operations — SPC Financial®| SPC
Meet Laura
Maria Gaspar

Maria A. Gaspar

Senior Client Service Associate — SPC Financial®| SPC
Meet Maria
Maria
Paula Sella

Paula B. Sella

Vice President of Marketing & Communications — SPC Financial®| SPC
Meet Paula
Paula
Todd Rundle
CFP®

Todd A. Rundle

Financial Planning Associate — SPC Financial®| SPC
Meet Todd
Elise M
CFP®

Elise M. Weinstein

Financial Planning Associate — SPC Financial®| SPC
Tax Accountant — Sella & Martinic| S&M
Meet Elise
DSC08289
CFP®

Jason C. Perlman

Financial Advisor — SPC Financial®| SPC
Meet Jason
Jason
Matt-Plourde
CFP®

Matt Plourde

Operations Associate — SPC Financial®| SPC
Meet Matt
Andrew Theobald
CFP®

Andrew A. Theobald

Financial Advisor — SPC Financial®| SPC
Meet Andrew
Andrew
Pamela Mudd
CPA
CFP®

Pamela L. Mudd

Comptroller — SPC Financial®| SPC
Tax Manager — Sella & Martinic| S&M
Meet Pam
Phil-Mantua
M.B.A.
CFP®

Philip J. Mantua, Jr.

Financial Advisor — SPC Financial®| SPC
Meet Phil
Phil's
DSC01183
M.B.A.
CFP®

John T. Flynn

Financial Planning Associate — SPC Financial®| SPC
Meet John
Photo
CPA

Sam Dacher

Tax Advisor — Sella & Martinic| S&M
Meet Sam
June Mao
EA
M.B.A.

Junjie Mao

Tax Preparer — Sella & Martinic| S&M
Meet June
Rani Pemmarazu

Rani R. Pemmarazu

Senior Operations Associate — SPC Financial®| SPC
Meet Rani
Rani
Steven Cimino

Steven P. Cimino

Senior Client Service Associate — SPC Financial®| SPC
Meet Steve
Steve's
Nicholas Sella

Nicholas A. Sella

Brand Strategist / Portfolio Associate — SPC Financial®| SPC
Meet Nick
Nick's
Samantha Tucker

Samantha L. Tucker

Receptionist — SPC Financial®| SPC
Meet Sam
Eden Akana

Eden T. Akana

Financial Planning Associate — SPC Financial®| SPC
Meet Eden
Eden
Scott-Peters

Scott Peters

Salesforce and Database Administrator — SPC Financial®| SPC
Meet Scott
Sam-Woo

Samuel J. Woo

Client Service Associate — SPC Financial®| SPC
Meet Sam
Stephen Sikes

Stephen G. Sikes

Client Service Associate — SPC Financial®| SPC
Meet Stephen
Alica Harden

Alicia Harden

Tax Processing Specialist — SPC Financial®| SPC
Meet Alicia
Tristine-Altam

Tristine Altamirano

Client Service Associate — SPC Financial®| SPC
Meet Tristine
Keli Strickland

Keli M. Strickland

Client Service Associate — SPC Financial®| SPC
Meet Keli
DSC08198

Alejandra Burbano

Tax Administrative Assistant — SPC Financial®| SPC
Meet Alejandra
Nikki Enright

Nikki Enright

Tax Administration Manager — Sella & Martinic| S&M
Meet Nikki

Lawrence N. Adamson

Meet Lawrence

We provide simple solutions to complex financial problems. Finance on a human level®

Corporate Office

3202 Tower Oaks Blvd, Ste 400Rockville, MD, USA 20852
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Business Hours

Monday - Friday

8:30 AM - 5:30 PM

Phone

(301) 770-6800

Fax

(301) 770-9031

Email

info@spcfinancial.com

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Investment advisory services offered through SPC.

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