Bob Phillips is a President and Co-Founder at Spectrum Wealth Management. Co-founding the firm in 1995, he has devoted his career to acquiring the wisdom necessary to serve as a true expert and advocate for his clients.

Elite media outlets call on Bob to get a specialized perspective, due to his in-depth knowledge in areas like tax, investing and financial planning. He has appeared on Fox Business and CNBC and has been quoted in Money magazine, U.S. News & World Report, Financial Planning magazine and The Indianapolis Star.

Bob has strong ties to his community through his involvement as a Youth Lacrosse team coach, sponsor for the Boy Scouts of America, and the Marian University Scholarship Committee. He’s a self-described occasional golfer who enjoys spending time reading, snow skiing, and spending time with his wife and their three children.

Leslie Thompson is Chief Investment Officer and Co-Founder at Spectrum Wealth Management. One of her areas of focus is helping women to strategize and structure divorce settlements. She coaches women to build a financial framework to build confidence and to move positively beyond divorce.

Leslie began her investment career at a young age through the teachings of her father, a professional investor and a trader. Today, the nation’s top media outlets frequently seek out her expertise, and her insight has been featured in The Wall Street Journal, Bloomberg, USA Today, and U.S. News & World Report, among other notable publications.

As a Certified Public Accountant, a CFA Charterholder and a Certified Divorce Financial Analyst^®, Leslie’s community involvement focuses on organizations that support the empowerment of women and girls in the area of financial literacy.

Leslie is married with one daughter and a feisty toy poodle / chihuahua mix. She spends her free time playing “stage mom” to her daughter, and enjoying her interests in modern and contemporary art and design.

Tia Lee is Director of Wealth Planning at Spectrum Wealth Management. She has over 23 years of experience and is dedicated to helping clients make informed financial decisions by offering her objective and professional perspective.

Tia’s goal is to provide clients with a solid foundation for investment allocation, savings level prior to retirement and spending levels in retirement. She believes that the best results are achieved when quality planning works in harmony with active portfolio management.

As a founding board member for the Women for Change Coaching Community, Tia is passionate about providing low-income women support to make meaningful change in their lives through professional coaching. She also serves as the vice president for a local Toastmasters group.

Tia has three children and three dogs. In her free time, she enjoys being active outdoors and practicing yoga.

Patrick Schaecher is a Wealth Advisor at Spectrum Management Group. He enjoys serving clients as a coach and advocate, and prior to joining Spectrum, he spent nearly a decade working with affluent families and advisors to develop and implement philanthropic strategy.

Patrick’s community involvement includes serving on the Indiana University School of Medicine’s Planned Giving Committee. He previously served as a board member for the Indiana chapter of the Council for the Advancement and Support of Education (CASE). He’s also volunteered for Butler University’s annual service program, Bulldogs into the Streets.

Patrick enjoys spending time with his wife and their two children. He’s also an avid Nebraska Cornhusker fan.

Greg Thompson is a Portfolio Manager at Spectrum Wealth Management. He has over 25 years of experience in the financial industry.

Greg is married with two daughters and in his free time enjoys playing golf and spending time with his friends.

Nate White is the Portfolio Analyst and Senior Project Manager at Spectrum Wealth Management. He has worked in the banking and investment industry since 2013, acquiring the knowledge to analyze and understand complex financial portfolios.

Prior to joining Spectrum, Nate worked for the private wealth arm of a broker-dealer as well as an ultra-high-net-worth investment advisory firm.

Nate is married with a son who keeps him very active. In his free time, he is an avid gardener and woodworker. He loves the outdoors and taking his son on bicycle rides.

Angela French is a Client Experience Operations Manager at Spectrum Wealth Management. In addition to managing client items, she handles human resources issues and maintains relationships with the firm’s partners and vendors.

Since 2005, Angela has been working in client service, human resources and office manager roles. Spectrum prides itself on offering clients personalized service, and Angela is dedicated to making each client feel assured that they’re being listened to and their needs are being met.

Angela enjoys her weekends listening to music, baking and decorating cakes, walking her dog, and spending time with her husband and two children.

Kathy Crone is the Client Experience Operations Manager at Spectrum Wealth Management. With many years' experience in various types of client services and operations for brokerage firms and investment advisory teams, helping to maintain and build client relationships is important to her. Our clients appreciate the personalized service and dedication Kathy brings to her work.

Kathy and her husband are the proud parents of three Purdue grads and three grandchildren. With strong ties to her community, she has volunteered for Hamilton County Meals on Wheels and currently works with the Susan G. Komen foundation. She loves reading, quilting, traveling and cooking, as well as spending time with her grandchildren.

Zach Quante is an Analyst at Spectrum Wealth Management. As a student athlete, he graduated in December 2022 and began his career assisting in portfolio and planning operations. Before joining Spectrum, Zach gained experience as an intern in the financial services industry. While working toward a finance degree, he competed in the Men’s Soccer Program at Marian.

Growing up in Saint Louis, he is an avid Blues, Cardinals, and St. Louis City, SC fan. He enjoys spending time with friends and family whenever he can.

Molly is the Chief Operating Officer and Controller at Spectrum Wealth Management. She has 30 years of accounting, finance, operations, and HR experience with “Big 4,” private, start-up, public, and VC-backed multi-location and multinational small to mid-market companies. As COO and Controller, she is accountable for all phases of administration, personnel, finance and accounting, operations, technology, and cybersecurity, while collaborating with Executive Management on strategic initiatives that will help lead the firm through the next phase of growth and innovation.

Molly enjoys reading, hiking, biking, and kayaking when not in the office and is an avid IndyCar and Big 10 sports fan.

Michael is Senior Wealth Advisor at Spectrum Wealth Management and has been active in the investment, banking and wealth management industries for over two decades. Michael is passionate about helping clients and their families achieve their financial goals and objectives through a needs-based discovery and collaborative decision-making process. Prior to joining Spectrum, Michael helped ultra-high-net-worth and affluent families execute complex investment, wealth planning and estate planning needs. Michael has held multiple investment licenses and designations throughout his career and is currently a candidate for the CERTIFIED FINANCIAL PLANNER (CFP^®) designation.

When not in the office, Michael enjoys spending time with his wife, Holly, and their three children at the lake, traveling and camping (glamping). Michael also enjoys reading, coaching little league sports and you may even find Michael out on the golf course from time to time.

Cole McCarter is an Analyst at Spectrum Wealth Management. Before joining the Spectrum team, he worked as an intern in the accounting and insurance industries.

He is a dedicated Indianapolis Colts fan and Indiana University Hoosiers basketball fan. He plays golf and basketball every weekend. Cole is a proud uncle of one nephew and three nieces and enjoys spending time with them whenever possible.