(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®
President & CEO / Financial Advisor — SPC Financial®| SPC
Partner — Sella & Martinic| S&M

Edward G. Sella

Meet Jeff
Jeff's
Leo Martinic
CPA
Financial Advisor — SPC Financial®| SPC
Partner — Sella & Martinic| S&M

Leo D. Martinic

Meet Leo
William Chatfield
CFP®
Technical Analyst — SPC Financial®| SPC

William G. Chatfield

Meet Greg
Charles Kimmel
CFP®
Director of Financial Planning — SPC Financial®| SPC

Charles V. Kimmel, III

Meet Chuck
Rory McGlynn
CFP®
Financial Advisor — SPC Financial®| SPC
Tax Accountant — Sella & Martinic| S&M

Rory M. McGlynn

Meet Rory
Rory
Bradley Lipman
CPA
CFP®
Financial Advisor — SPC Financial®| SPC
Certified Public Accountant — Sella & Martinic| S&M

Bradley P. Lipman

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

Matthew E. Gilchrist

Meet Matt
Matt's
Daniel Ball
General Counsel / Chief Compliance Officer — SPC Financial®| SPC

Daniel A. Ball

Meet Danny
Danny's
Laura Deyo
Director of Operations — SPC Financial®| SPC

Laura E. Deyo

Meet Laura
Maria Gaspar
Client Service Supervisor — SPC Financial®| SPC

Maria A. Gaspar

Meet Maria
Maria
Paula Sella
Vice President of Marketing & Communications — SPC Financial®| SPC

Paula B. Sella

Meet Paula
Paula
Todd Rundle
CFP®
Financial Planning Associate — SPC Financial®| SPC

Todd A. Rundle

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

Elise M. Weinstein

Meet Elise
Jason C. Perlman
CFP®
Financial Advisor — SPC Financial®| SPC

Jason C. Perlman

Meet Jason
Jason
Pamela L. Mudd
CPA
CFP®
Comptroller — SPC Financial®| SPC
Tax Manager — Sella & Martinic| S&M

Pamela L. Mudd

Meet Pam
Philip J. Mantua, Jr.
M.B.A.
CFP®
Financial Advisor — SPC Financial®| SPC

Philip J. Mantua, Jr.

Meet Phil
Phil's
Jason Davis
CFA
CIMA®
Director of Investments — SPC Financial®| SPC

Jason J. Davis

Meet Jason
Jason
Rachel B. Hill
Financial Planning Associate — SPC Financial®| SPC

Rachel B. Hill

Meet Rachel
Rani Pemmarazu
Senior Operations Associate — SPC Financial®| SPC

Rani R. Pemmarazu

Meet Rani
Rani
Ana M. Sandoval
Insurance / Operations Specialist — SPC Financial®| SPC

Ana M. Sandoval

Meet Ana
Steven Cimino
Client Service Associate — SPC Financial®| SPC

Steven P. Cimino

Meet Steve
Steve's
Nicholas Sella
Brand Strategist / Client Service Associate — SPC Financial®| SPC

Nicholas A. Sella

Meet Nick
Nick's
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Financial Planning Associate — SPC Financial®| SPC

Eden T. Akana

Meet Eden
Eden
Placeholder
Client Service Associate — SPC Financial®| SPC

Matthew C. Plourde

Meet Matt
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Receptionist — SPC Financial®| SPC

Samantha L. Tucker

Meet Sam
Placeholder
Client Service Associate — SPC Financial®| SPC

Andrew A. Theobald

Meet Andrew
Andrew

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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© 2023 SPC Financial, Inc. All Rights Reserved.

Investment advisory services offered through SPC.
SPC and S&M are not registered broker-dealers.

*See Disclaimers + Disclosures

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