(301) 770-6800—3202 Tower Oaks Blvd., Ste. 400, Rockville, MD 20852
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SPC Financial, Inc.

Human-Centric Wealth Management™

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Our Financial Team

We encourage you to meet our human-centric team of wealth management and tax-integrated advisors.*

CPA/PFS
CFP®

Edward G. Sella

President & CEO / Financial Advisor — SPC Financial®| SPC
Partner — Sella & Martinic| S&M
Meet Jeff
Jeff's
CPA

Leo D. Martinic

Financial Advisor — SPC Financial®| SPC
Partner — Sella & Martinic| S&M
Meet Leo
CFP®

William G. Chatfield

Technical Analyst — SPC Financial®| SPC
Meet Greg
CFP®

Rory M. McGlynn

Financial Advisor — SPC Financial®| SPC
Tax Accountant — Sella & Martinic| S&M
Meet Rory
Rory
CPA
CFP®

Bradley P. Lipman

Financial Advisor — SPC Financial®| SPC
Certified Public Accountant — Sella & Martinic| S&M
Meet Brad
CPA/PFS
CFP®

Matthew E. Gilchrist

Financial Advisor — SPC Financial®| SPC
Certified Public Accountant — Sella & Martinic| S&M
Meet Matt
Matt's
CFA
CIMA®

Jason J. Davis

Director of Investments — SPC Financial®| SPC
Meet Jason
Jason

Daniel A. Ball

General Counsel / Chief Compliance Officer — SPC Financial®| SPC
Meet Danny
Danny's

Laura E. Deyo

Director of Operations — SPC Financial®| SPC
Meet Laura

Maria A. Gaspar

Senior Client Service Associate — SPC Financial®| SPC
Meet Maria
Maria

Paula B. Sella

Vice President of Marketing & Communications — SPC Financial®| SPC
Meet Paula
Paula
CFP®

Todd A. Rundle

Financial Planning Associate — SPC Financial®| SPC
Meet Todd
CFP®

Elise M. Weinstein

Financial Planning Associate — SPC Financial®| SPC
Tax Accountant — Sella & Martinic| S&M
Meet Elise
CFP®

Jason C. Perlman

Financial Advisor — SPC Financial®| SPC
Meet Jason
Jason
CFP®

Matt Plourde

Operations Associate — SPC Financial®| SPC
Meet Matt
CFP®

Andrew A. Theobald

Financial Advisor — SPC Financial®| SPC
Meet Andrew
Andrew
CPA
CFP®

Pamela L. Mudd

Comptroller — SPC Financial®| SPC
Tax Manager — Sella & Martinic| S&M
Meet Pam
M.B.A.
CFP®

Philip J. Mantua, Jr.

Financial Advisor — SPC Financial®| SPC
Meet Phil
Phil's
M.B.A.
CFP®

John T. Flynn

Financial Planning Associate — SPC Financial®| SPC
Meet John
CPA

Sam Dacher

Tax Advisor — Sella & Martinic| S&M
Meet Sam
EA
M.B.A.

Junjie Mao

Tax Preparer — Sella & Martinic| S&M
Meet June

Rani R. Pemmarazu

Senior Operations Associate — SPC Financial®| SPC
Meet Rani
Rani

Steven P. Cimino

Senior Client Service Associate — SPC Financial®| SPC
Meet Steve
Steve's

Nicholas A. Sella

Brand Strategist / Portfolio Associate — SPC Financial®| SPC
Meet Nick
Nick's

Samantha L. Tucker

Receptionist — SPC Financial®| SPC
Meet Sam

Eden T. Akana

Financial Planning Associate — SPC Financial®| SPC
Meet Eden
Eden

Scott Peters

Salesforce and Database Administrator — SPC Financial®| SPC
Meet Scott

Samuel J. Woo

Client Service Associate — SPC Financial®| SPC
Meet Sam

Stephen G. Sikes

Client Service Associate — SPC Financial®| SPC
Meet Stephen

Tristine Altamirano

Client Service Associate — SPC Financial®| SPC
Meet Tristine

Keli M. Strickland

Client Service Associate — SPC Financial®| SPC
Meet Keli

Alicia Harden

Tax Processing Specialist — SPC Financial®| SPC
Meet Alicia

Nikki Enright

Tax Administration Manager — Sella & Martinic| S&M
Meet Nikki