Letter from Our Founder

Providing financial services is serious business. People entrust their financial well being to our firm and we know that we have a great responsibility to help our clients enjoy, protect, and pass along what they have worked so hard for.

Our business works with multiple generations of families whom we are grateful to serve. We believe that it is our values and commitment to true relationships with our clients that help us serve each family, each business owner, and each individual - sometimes for their lifetime. To the core, we try each and every day to serve clients by providing our collective experience and the backing, support, products and solutions from the firms with which we affiliate. But it is our values that provide the compass by which we stay focused.

Although we may alter our strategies and products to stay current with the ever-changing financial world, our core values remain constant. These values have elevated our firm to where it is today and will guide us through whatever tomorrow may bring.

I look forward to sharing the Spak Financial Services experience with you.


Robert I. Spak, CLU®, ChFC®, CASL®
Principal and Founder