Spurstone

James Lagace is a financial advisor at Spurstone with a Series 66 designation and three years of industry experience. His prior roles include positions at RightCapital, Inc., Cetera Advisor Networks, and Royal Alliance Associates, Inc. Spurstone provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as related entities such as trusts, corporations, and retirement plans. The firm specializes in business-owner advisory services, including concentrated stock management, executive compensation strategies, and business exit planning.

Timothy Golas is a financial advisor at Spurstone with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spurstone Advisory Services since 2016, following seven years at LPL Financial. Outside of his advisory role, he is involved with Spurstone Wealth Management, LLC, which offers a range of insurance products, and he has entrepreneurial experience developing a web and mobile application company. Spurstone provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, including trusts, corporations, and retirement plans. The firm focuses on business-owner advisory services, offering strategies such as concentrated stock management, equity award planning, and business exit planning, often implementing client strategies through third-party investment solutions and comprehensive financial planning documents.

Theodore Degroot is a financial advisor at Spurstone with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Spurstone Advisory Services since 2016, following seven years at LPL Financial. Degroot is a co-owner of an insurance agency but is not actively involved in its operations. Spurstone provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, including trusts, corporations, and retirement plans. The firm specializes in services for executives and business owners, offering tailored strategies such as concentrated stock management and business exit planning.