A Strong Executive Management Team Supports Your Growth

When you work with SPF, your investment practice will be supported by a strong senior management team with an extensive breadth of knowledge and depth of experience in all channels of the financial services industry. Each member of the senior team has more than 15 years of experience in his or her respective areas of expertise and each is dedicated to helping your practice grow and be successful. With a staff of more than 100, and an advisor to staff ratio of approximately 5:1, we are well-suited to provide outstanding customer service.

Brief biographies of our executives:

Valorie Seyfert
President, CEO and Co-founder
Amy Beattie
COO and Co-founder
Rick Dahl
EVP, Chief Compliance Officer
Dan Kilroy
EVP and Chief Financial Officer
Kevin Mummau
EVP, Program Development
Janine Holmes
SVP, Human Resources
Peter Vonk
EVP, Business Services
Steve Hollenbeck
SVP, Marketing
Mitzi McMillin
SVP, Business Systems
Bob Millington
EVP, Chief Information Officer
Cindy Zabuska
SVP, Operations and Trading
Yubie Asghedom
VP, Accounting
Monica Daggs
SVP, Trading and Implementations