Meet your Financial Education Team 

Angie is the event coordinator and communications editor for the firm, responsible for planning the annual Retirement Plan Investment Seminars, Spectrum Investor® Coffee House Educational Series, held three times a year in our office, and the annual client appreciation golf outing. Angie also writes a column in our quarterly newsletter and is responsible for marketing compliance and assisting with investment performance reviews and proposals. Angie earned a BA in English from Carthage College, graduating cum laude, and a MA in Mass Communication from UW-Milwaukee. She has been in the retirement plan industry since 2004.
Angie Franzone, MA

Event Coordinator + Comms Editor

Angie Franzone, MA
Laura is a Certified Personal Finance Counselor (CPFC®), providing one-on-one investment consultations to retirement plan participants. She earned a BA in Journalism from UW-Milwaukee and holds the Investment Adviser Representative license (Series 65). Laura started her career in 1987 with Merrill Lynch, she subsequently spent 15 years with Strong Capital Management, Inc. providing services for their compliance, sales, and marketing groups. *CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.
Laura Schnoor, CPFC®

Financial Education Advisor

Laura Schnoor, CPFC®
Chris is a Certified Personal Finance Counselor (CPFC®), providing one-on-one investment consultations to retirement plan participants. Prior to joining Spectrum Investment Advisors, Chris worked at Fiserv and U.S. Bank as a financial services technology consultant. He earned a Bachelor of Science degree from UW-Madison and holds the Investment Adviser Representative license (Series 65). *CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.
Chris Kortendick, CPFC®

Financial Education Advisor

Chris Kortendick, CPFC®
Yesica is a Certified Personal Finance Counselor (CPFC®), providing one-on-one investment consultations to retirement plan participants. She earned a postgraduate degree in Management and a bachelor’s degree in International Business from the University of Medellin, Colombia. Yesica holds the Investment Adviser Representative license (series 65), and she is currently pursuing her MBA in finance at Marquette University. *CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.
Yesica Rojo, CPFC®

Financial Education Advisor

Yesica Rojo, CPFC®
John is a Certified Personal Finance Counselor (CPFC®), providing one-on-one investment consultations to retirement plan participants. He earned a BBA from UW-Whitewater and holds the Investment Adviser Representative license (Series 65). He is a member of the American Institute of CPAs (AICPA) and the Wisconsin Institute of CPAs (WICPA). Prior to joining Spectrum, John worked in public accounting for 10 years, followed by 27 years as a Controller. *CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.
John Miller, CPFC®

Financial Education Advisor

John Miller, CPFC®
Paul is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Personal Finance Counselor (CPFC®), providing one-on-one investment consultations to retirement plan participants. He earned a Bachelor of Science from UW-Oshkosh and holds the Investment Adviser Representative license (Series 65). Paul began his finance career in New York City with Chase Manhattan Bank, followed by 20 years at Bank of America as a Credit Officer and Project Manager/Team Leader. *CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.
Paul Minick, CFP®, CPFC®

Financial Education Advisor

Paul Minick, CFP®, CPFC®
Elizabeth is a Certified Personal Finance Counselor (CPFC®), providing one-on-one investment consultations to retirement plan participants. She started her career in 1990 with Strong Capital Management and subsequently worked for Wells Fargo Funds Management and U.S. Bancorp Fund Services. She is a graduate of UW-Milwaukee with a Bachelor of Arts degree in English Literature and Philosophy and holds the Investment Adviser Representative license (Series 65). *CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.
Elizabeth Walter, CPFC®

Financial Education Advisor

Elizabeth Walter, CPFC®