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.
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.
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.
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.