MATTHEW E. SPANGLER
President and Portfolio Manager
Matt graduated from Oklahoma Baptist University with a BBA in management. He has been in the financial services industry since 1999. For over 10 years he was associated with a large, national financial services company where he provided investment, insurance and financial planning advice to clients. Since 2010, Matt has focused on active money management, utilizing tactical trading strategies. He currently serves as President and Portfolio Manager and oversees the daily execution of SRG’s fixed income models for clients and institutions. Matt also serves on the Board of Directors for the National Association of Active Investment Managers. He and his wife, Jamie, reside in Edmond, OK with their four wonderful children and are members of NW Church.
JAY PERONI, CFP®
Jay is a Certified Financial Planner with over 20 years of investment and portfolio management experience. Author of The Faith-Based Millionaire and The Faith-Based Investor, he is an expert authority on integrating strong principles into investment decisions. Since 1996, Jay has educated investors online via webinars, speaking at conferences, teaching in his local church or lecturing as an Adjunct Professor. He has been featured as an industry expert on ABC News, Charisma Magazine, TheStreet.com, Benzinga, FTMDaily, Crosswalk, 48Days, ChristianPF.com, and others. Jay graduated with a Bachelor of Arts in economics and marketing from Assumption College and a Master of Science in personal financial planning from Bentley College. Jay and his wife, Karen, have four beautiful children and reside in Mount Pleasant, South Caroline, where they are members of Lifepark Church.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.