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Who We Are

OWEN SCHRUM CIMA

PRESIDENT

 

As a founding partner, Owen brings over 30 years of experience in Wealth Management to Schrum Private Wealth Management.

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MARY ATKINSON NSSA®

 

SENIOR VICE PRESIDENT

 

Mary Atkinson, brings over 20 years experience to the firm. Formerly with Morgan Stanley and Merrill Lynch, Mary is fully registered (Series 7, 63 and 65) and holds her insurance license, in addition to two AS, Legal Office Management and Business Management from St.

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ERIC SCHRUM

CONSULTANT

 

Prior to joining Schrum Private Wealth Management, Eric was a Full Trader with Fidelity Investments, trading stock, mutual funds, and fixed income for Fidelity’s retail clients. Eric also worked as a staffer for Venture Capital fund Sovereign’s Capital.

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Spire Investment Partners

Schrum Private Wealth Management is proud to partner with Spire Investment Partners, 

A primer Hybrid Independent Financial Advisory Firm.  Spire provides Schrum Private Wealth Management with operational and compliance support, creating a business environment which 

Allows Wealth Managers to focus on what’s important – You. 

 

Meet the Spire back-office team.

 

Sue McKeown - Chief Compliance Officer

Sue, an industry veteran of thirty years, keeps the Spire office and its advisors on track as the firm's Chief Compliance Officer. In addition to her work with Spire, she is also a member of the National Society of Compliance Professionals.

Josh Bright, CPA - VP, Director of Finance

Josh serves Spire's advisors by overseeing the regulatory and internal financial reporting for Spire, as well as prividng crucial business oversight for the company's Finance department. Josh enjoys volunteering at church, spending time with his wife and three daughters, and playing tennis.

Allen Eickelberg, CPP - VP, Director of Operations

Allen Eickelberg is the director of operations for Spire Investment Partners, LLC. Since 2011, Allen has filled many roles at Spire working with executive leadership and wealth management teams to manage projects and introduce new technologies to the firm. He specializes in coaching others to adopt tecnology, and works with Wealth Managers transitioning to Spire on how to best utilize systems to streamline their practices. A graduate of Virginia Tech; Allen enjoys spending his free time volunteering in his ceramics studio and brewing home-made beer.

Tamara Scrivene — AVP, Compliance

Tamara joined the Spire team in October Of 2018 as the AVP OfCompliance, bringing With her over a decade of service in the financial services industry. Tamara takes pride in collaborating with the Compliance team to ensure Spire's efforts with the highest level of transparency and integrity. Prior to her role with Spire, Tamara served as the Senior Compliance Administrator at Guggenheim Investments, where she directed the implementation, administration and data management of regulatory programs. Today, she oversees a number Of responsibilities under the compliance umbrella at Spire, from due diligence processes, advertising reviews, managing the external branch office audit program and AML program. Tamara is honored to put her compliance expertise to work for Spire's financial advisors so that they can focus on what they do best, with the trust that they are fully supported in today's highly-regulated environment. Outside of the office, you can find Tamara spending quality time with her husband and young daughter, enjoying a good book, or planning her next trip.

Jim Neglev - AVP, Compliance

Jim joined Spire in 2017 and brings over 15 years of experience in the financial services industry. He has a passion for helping hard-working advisors in the independent 3D/RlA channel. He also has extensive experience in private wealth management, retail brokerage, and fee-based money management. Jim served five years in the IJ.S. Marine Corps and was awarded the NATO Medal for service in the liberation Of the former Yugoslavia. He had the unique honor Of serving alongside the Israeli Defense Force and the British Royal Marines. A native upstate New Yorker, Jim has lived south Of the Mason-Dixon Line for Over 25 years. Along with his wife and their two daughters, they have proudly called the City of Fairfax their home since 2013. Outside of work, Jim is an active member in his local community. He currently serves on the board of the City of Fairfax Theatre Company. He's also been known to appear on stage if duty calls, playing alongside his youngest daughter in company productions of The Music Man and The Lion, The Witch, and The Wardrobe.

Maritza Rosa - Maldonado - AVP, Operations

Maritza displays her dedication to Spire's advisors by managing the daily processing and supervisory activities of the Operations Team. A veteran in her field, she spent over 15 years as a Senior Trader and a Supervisory Principal for account solutions. Her experience and vast knowledge are a relief to advisors and administrators in times of need.
 
Maritza enjoys traveling, concerts and sporting events, and enjoying the sun when she visits her parents back home in Florida.
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