Meet Our Team

My Passion for this Business

As an experienced and highly regarded Private Wealth Advisor, Kevin Spahn works with clients to create and execute on holistic financial plans to attain their goals, now and for generations to come.

Kevin began his career as a practicing attorney after receiving an undergraduate degree from the University of Notre Dame and a law degree from the University of Wisconsin. He established Spahn Financial to help families by providing thoughtful and comprehensive financial planning, this same goal still drives Kevin and the Spahn Financial team today. By helping clients, he impacts families, future generations, employees, businesses, and the communities they call home.

Kevin is passionate about what he calls “non-traditional planning,” which includes strategies to create well-prepared beneficiaries who consider themselves stewards of the wealth they inherit.

Kevin Spahn has been recognized as a Top 400 Advisor in the country by the Financial Times publications and as a Top Financial Security Professional by Forbes.

Education

• Bachelor of Arts, Liberal Education, University of Notre Dame
• Bachelor of Law, Juris Doctor in Law, University of Wisconsin-Madison

Professional Credentials

• Juris Doctor (JD)
• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Certified in Long Term Care (CLTC)

On a Personal Level

When Kevin’s not at the office, he enjoys spending time with his family, golfing, and volunteering for several charitable organizations and boards. Kevin and his wife Sue live in Wheaton, Illinois, and have four children. They like to get out and explore the city of Chicago, cheer for the Cubs, and travel the world with friends and family.

Kevin and Sue Spahn have made it a personal mission for their family to dedicate time to giving back to those in need. They regularly travel to Honduras on mission trips to support children in need. For more than a decade, Kevin and Sue have sponsored a golf outing supporting medical missions for the poor and underprivileged in third-world countries, including Honduras. They also support Catholic schools and spend time volunteering in their community for many organizations near and dear to their hearts.

Kevin regularly speaks to high school and grade school students on topics ranging from faith to sharing life lessons.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

As a Partner and Private Wealth Advisor at OnePoint BFG Wealth Partners, Tim provides clients with sophisticated investment guidance and comprehensive financial planning strategies. A Chartered Financial Analyst (CFA®), Tim brings nearly two decades of wealth management experience to his role. 

Prior to joining OnePoint, Tim was a Partner and Vice President at Spahn Financial for almost 10 years and before that spent 12 years at Northern Trust, where he served as Vice President and Portfolio Manager. During his tenure, he worked extensively in the Personal Wealth Management division, advising high-net-worth individuals and families, and in the Global Family Office, where he supported multigenerational, ultra-high-net-worth clients. 

Tim is a graduate of the University of Dayton and earned his MBA from DePaul University. He lives in LaGrange with his wife, Maureen, and their four children.

Kyle is a Partner and Private Wealth Advisor at Spahn Financial. He works directly with clients, providing timely reviews of their financial plans and addressing current needs and questions. He keeps investment strategies on track through trading, rebalancing, and asset transitions.

Kyle holds both the Certified Financial Planner (CFP) and Certified Private Wealth Advisor (CPWA) designations. Prior to joining Spahn Financial in 2016, he worked at two boutique firms servicing high-net-worth individuals and business owners.

He is a graduate of North Central College, where he was a member of the college’s soccer team. Kyle resides in Naperville, IL with his wife, Heather.

Nirav is the Investment Operations Lead at Spahn Financial where he oversees the daily operations that keep client portfolios running smoothly. He handles the execution of investment strategies with great care, precision, and knowledge. With a strong background in investment operations and a passion for building efficient processes, Nirav works closely with advisors, custodians, and internal teams to deliver a seamless client experience. He takes pride in finding solutions quickly, supporting clients’ day-to-day needs, and helping the firm maintain its high standards of service and operational excellence.

Nirav is a graduate of Northern Illinois University with a degree in finance and joined the Spahn Financial team in 2013.

When not at work, Nirav enjoys playing cricket, exploring new restaurants, traveling, or spending time with family and friends.

Nick is a Client Service Associate on the Investment Operations team, where he provides comprehensive support to clients regarding their accounts and investment activity. His responsibilities include account maintenance operations, preparing and executing investment strategies, managing trading activity, facilitating account transfers, and assisting with client’s account access.

Nick graduated with high honors from Bradley University, earning a degree in Finance with a minor in Business Analytics. During his time at Bradley, he was also a member of the university’s golf team. Outside of work, Nick enjoys playing sports and spending time with family and friends.

Bill joined Northwestern Mutual in 2014 and the Spahn Financial team in 2022. Prior to joining Northwestern Mutual, Bill was a futures and options trader at The Chicago Mercantile Exchange and the Chicago Board of Trade. During his tenure at the exchanges, he was a founding partner of R&B Capital, a proprietary trading firm.

Bill works with our clients to help create financial plans designed to allow them to achieve their vision of their best future, whatever that may be. His commitment to helping families focus on what matters most is at the core of his approach to strategic financial planning.

Bill and his wife Lisa live in Hinsdale, IL, where they’ve raised their four sons.

Jason is an Associate Wealth Advisor committed to helping individuals and families achieve financial clarity through personalized planning and strategic guidance. As a CERTIFIED FINANCIAL PLANNER™ professional, Jason brings high standards of expertise and ethical responsibility to every client relationship.

He especially enjoys working with young professionals, helping them navigate the early stages of wealth building, career growth, and financial decision-making. With a focus on education and empowerment, Jason ensures his clients feel confident and informed as they pursue their goals.

Danny works with our planning team to help gather our clients’ full financial picture and create a plan focused on their unique goals and dreams. He knows no two plans are alike and strives to help plans evolve alongside the changes in our clients’ lives. Danny holds the CFP® designation, is a former Financial Planning Intern at Spahn Financial, and is a graduate from North Central College, where he obtained a Bachelor of Business Administration with a focus on Finance.

In his free time, you will likely find Danny rock climbing or cheering for the Chicago Cubs.

Chase is a Client Service Associate on the Investment Operations team, where he delivers comprehensive support to clients across a range of account and investment activities. His responsibilities include overseeing account maintenance, executing investment strategies, managing trading operations, facilitating account transfers, and assisting clients with access to their accounts.

Chase received a Bachelor of Business Administration with a focus on Finance from the University of Iowa. Outside of work, he enjoys skiing, golfing, and spending quality time with friends and family.

Kelly has more than 20 years of experience in the financial services industry, and her vast knowledge of the business is a great asset to our team. She is highly efficient in addressing client needs, and our clients find her to be a valuable contact for information and assistance. Kelly lives in Wheaton with her husband, Ben, and two children, Kyle and Lauren.

Laura joined Spahn Financial in 2008 to assist with the growing firm, and has worn many hats throughout her tenure, mostly focusing on internal accounting and business planning.  Prior to her work here, Laura was an actuary with a pension consulting firm.  A native of Kentucky, she attended the University of Dayton where she majored in math and finance, and where she met her husband, Chuck.  Chuck and Laura have been Chicago area residents for over 35 years; they have three grown children.

Andrew is a Private Wealth Advisor and holds a Chartered Financial Analyst (CFA®) designation. In his role at Spahn Financial, Andrew provides clients with financial planning strategies, investment guidance, and risk management strategies to help them achieve their financial goals. Before joining the firm, Andrew was a Senior Portfolio Advisor at Merrill Lynch and a Vice President at J.P. Morgan Private Bank. In those positions, he worked with high-net-worth individuals and families, providing comprehensive financial planning, overseeing investment portfolios, and developing risk management strategies to preserve and grow wealth over generations.

Andrew is a graduate of Indiana University and lives in St. Charles, IL, with his wife, Anna, and their two children, Gavin and Miles. When he's not in the office, Andrew can be found outdoors skiing, golfing, and fishing.

With over 30 years of experience, Michelle is a cornerstone of our client service team. From the very start of Kevin’s practice, Michelle has played a pivotal role- responding to client inquiries, developing innovative marketing initiatives, educating clients on insurance policies, and coordinating meetings for Kevin and the team. Her deep expertise and dedication make her an invaluable resource for all service needs. Outside of work, Michelle lives in Westchester with her husband Scott and their two children.

As an Associate Wealth Advisor, Cody provides our clients with comprehensive financial planning services to help clients with prioritizing their goals and creating a portfolio designed to achieve those goals. Before coming to Spahn Financial, Cody worked for more than five years at Charles Schwab as a Stockbroker, Options Trader, and Financial Services Operations. Cody graduated from Indiana University’s Kelley School of Business with a focus in Finance and minor in Economics. He has also earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Outside of Spahn Financial, Cody is passionate about his favorite sports teams, the Indianapolis Colts and the Chicago Cubs!

He and his wife Jordan live in Mount Prospect with their daughter and 3 pets. You can frequently find him on the golf course or the soccer field.

Nora has a wide range of responsibilities within our firm, from managing records and data, to coordinating calendars and special projects. She is the consummate team player, supporting the team in our day-to-day work, helping to keep us organized, prepared, and on task.

Nora lives in Willowbrook with her husband and their daughter, Despina.

Jeff comes to us with 20 years’ experience in institutional asset management where he specialized in research sales and block trading. Jeff plays a vital role in the Spahn Financial mission to expand our reach and provide our experienced financial guidance to more families and individuals.

Jeff is a graduate of Western Michigan University and a former U.S. Marine.

Jeff has his FINRA Series 7, 55, 63 and SIE registrations.

Steve heads up our planning team and creates comprehensive financial plans for our clients to help them better understand where they are in relation to their financial goals. Steve has twenty years of industry experience and has been with Spahn Financial since 2007. He takes pride in working with and developing other team members to increase their financial planning knowledge.

Steve lives in Elk Grove Village and enjoys snow skiing, traveling and going to the theater.

Mitchel is a Financial Planning Associate on our planning team, where he helps develop a comprehensive understanding of each client’s financial picture and assists in designing tailored plans aligned with their unique goals. Mitchel assists in delivering holistic financial strategies by analyzing client portfolios, preparing performance reports, and developing financial snapshots that provide clear insight into each client’s overall financial position.

Mitchel graduated with high honors from Northern Michigan University, earning a degree in Finance. During his time there, he was also a member of the university’s football team. Outside of work, Mitch enjoys golfing, playing pickleball, and spending time with family and friends.