Leadership

Meet Our Team

President

As a founding partner, Owen brings over 30 years of experience in Wealth Management to Founders Wealth Management & Planning. In 2005 he attended the Wharton School of Business where he became one of a select few financial advisors to successful...

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Senior Vice President

Mary Atkinson, brings over 20 years experience to the firm. Formerly with Morgan Stanley and Merrill Lynch, Mary is fully registered (Series 7, 63 and 65) and holds her insurance license, in addition to two AS, Legal Office Management and...

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Consultant

Prior to joining Capitol View Investment Partners, Eric was a Full Trader with Fidelity Investments, trading stock, mutual funds, and fixed income for Fidelity’s retail clients. Eric also worked as a staffer for Venture Capital fund Sovereign&...

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Director of Services

Perri Griffin brings fourteen years’ experience in both private banking and investment advisory services to Founders Wealth Management & Planning.  She joins us from Bank of America where she was both a Level III Branch Manager as well...

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Spire Investment Partners

Schrum Private Wealth Management is proud to partner with Spire Investment Partners, A primer Hybrid Independent Financial Advisory Firm. Spire provides Schrum Private Wealth Management with operational and compliance support, creating a business environment which Allows Wealth Managers to focus on what’s important – You.

Meet the Spire back-office team.

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.

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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...

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CPP, 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 th...

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AVP, Compliance

Tamara joined the Spire team in October of 2018 as the AVP of Compliance, bringing with her over a decade of service in the financial services industry. Tamara takes pride in collaborating with the Compliance team to ensure Spire’s efforts wit...

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AVP, Compliance

Jim joined Spire in 2017 and brings over 15 years of experience in the financial services industry. He has a passion for helping hard-working advisors in the independent BD/RIA channel. He also has extensive experience in private wealth management,...

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AVP, Operations

Maritza displays her dedication to Spire’s advisors by managing the daily processing and supervisory activities of the Operations Team. A veteran in her field, she spent over 15 years as a Senior Trader and a Supervisory Principal for account...

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