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Lisa McNamara
New Business Administrator
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Lisa McNamara
New Business Administrator

Lisa joined Spectrum Advisors in 2013 as New Business Administrator.  Lisa comes to us with 15 years of previous experience in financial services.  Lisa is responsible for processing all new business, opening new accounts, account updates and responding to client requests.
   
Lisa was born and raised in Brooklyn, NY and has been living in North Texas for the last 27 years.  She and Ken have three sons and live in Carrollton, Texas.  Her hobbies are travelling, cooking, entertaining and spending time with friends and family.

Complimentary Retirement Kit

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  • Who We Are / Our Focus
    Meet mike reppert

    Mike Reppert is a senior partner and investment advisor at Spectrum Advisors with more than 30 years’ experience in the financial industry

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    What We Do

    Our comprehensive and coordinated wealth management strategies are designed to help clients reduce risk, gain confidence in their plan with tax efficiency through a cutting edge wealth management system.

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    Why Choose Us

    Spectrum Advisors is the financial partner that you can trust to help pursue your financial goals.

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    Securities offered through Kalos Capital, Inc., Member FINRA and SIPC, located at 11525 Park Woods Circle, Alpharetta GA, 30005. Investment Advisory Services offered through Spectrum Advisors, Inc. Spectrum Advisors Inc. is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered through Madison Avenue Securities, LLC (MAS), member of FINRA/SIPCA. Investment advisory services offered through Spectrum Advisors, Inc, a Registered Investment Advisor. MAS and Spectrum Advisors, Inc are not affiliated entities.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Ed Slott’s Elite IRA Advisor Group (“Ed Slott”) is a membership organization. Qualifying criteria includes payment of annual dues and attendance of workshops. Membership with Ed Slott in no way implies that Mike Reppert is an IRA distribution expert. Ed Slott is not affiliated with Spectrum Advisors, Inc or Madison Avenue Securities, LLC.