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SPC Financial, Inc.

Human-Centric Wealth Management™

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Our Financial Team

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

CPA/PFS
CFP®
President & CEO / Financial Advisor — SPC Financial®| SPC
Partner — Sella & Martinic| S&M

Edward G. Sella

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

Leo D. Martinic

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

William G. Chatfield

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

Charles V. Kimmel, III

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

Rory M. McGlynn

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

Bradley P. Lipman

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

Matthew E. Gilchrist

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

Daniel A. Ball

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

Laura E. Deyo

Meet Laura
Client Service Supervisor — SPC Financial®| SPC

Maria A. Gaspar

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

Paula B. Sella

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

Todd A. Rundle

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

Elise M. Weinstein

Meet Elise
CFP®
Financial Advisor — SPC Financial®| SPC

Jason C. Perlman

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

Pamela L. Mudd

Meet Pam
M.B.A.
CFP®
Financial Advisor — SPC Financial®| SPC

Philip J. Mantua, Jr.

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

Jason J. Davis

Meet Jason
Jason
Financial Planning Associate — SPC Financial®| SPC

Rachel B. Hill

Meet Rachel
Senior Operations Associate — SPC Financial®| SPC

Rani R. Pemmarazu

Meet Rani
Rani
Insurance / Operations Specialist — SPC Financial®| SPC

Ana M. Sandoval

Meet Ana
Client Service Associate — SPC Financial®| SPC

Steven P. Cimino

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

Nicholas A. Sella

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

Eden T. Akana

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

Matthew C. Plourde

Meet Matt
Receptionist — SPC Financial®| SPC

Samantha L. Tucker

Meet Sam
Client Service Associate — SPC Financial®| SPC

Andrew A. Theobald

Meet Andrew
Andrew