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Vince Spinosa, Robert Marin, Matthew Kahn, and the Spinosa Financial Group take customer service very seriously. Together, we are committed to providing exceptional customer service to all of our clients. If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Vince Spinosa CFP®, ChFC®, CLU®

Financial Representative

Robert Marin CLU®, RICP®, ChFC®

Partner and Wealth Management Advisor

Matthew J Kahn CLU®

Partner and Financial Advisor

Sean Movelle CFP®

Partner and Wealth Management Advisor

Gary Low MBA, CFA®

Director of Investments

Darren M. Kriston CFP®, MBA, RICP®

Chief Operations Officer

Elizabeth F Mraz

Director of Business Development

Izzy Crespo B.A., AWMA®

Director of Investment Operations

Karen Alms

Director of Insurance Operations

Vanessa Aravantinos AWMA®

Financial Planning Associate

Pritesh S Patel D.C.

Associate Wealth Management Advisor

Christian Bills CFP®, RICP®

Financial Planning Specialist