We’re thrilled to share that Spurstone has welcomed two outstanding new team members: Jaden Fowler and James Lagace. As our firm continues to grow, our commitment remains the same: deliver elite service, strategic guidance, and meaningful outcomes for the entrepreneurs, executives and families we serve. For years, Spurstone operated as a tight team of three, and this expansion marks an exciting milestone in our evolution and our ability to serve both existing and new clients at the highest level.
Jaden joins us from Northwestern Mutual and has a strong foundation in planning, analysis, and client service. He will be working closely with us as we continue to build and refine Spurstone’s business owner advisory and exit planning services. His energy, curiosity, and commitment to thoughtful planning make him a great fit for our clients and for the future of the firm.
James comes to Spurstone with experience at another wealth management firm and, most recently, from the company that provides our financial planning software. With a blend of hands on advisory operations experience and a deep understanding of planning technology, he will focus on enhancing our financial planning processes and elevating our client operations. His perspective and expertise will allow us to continue strengthening the planning engine that powers our clients’ long-term success.
Perhaps most importantly, these additions allow Ted and I to spend even more time where we belong — engaged deeply with our clients, advising, strategizing, and helping them navigate the complexities of their businesses, wealth and lives they’ve worked so hard for. Ted, Chris and I are incredibly excited about what this next chapter means for our team, our clients, and the community of clients we support.
— Tim Golas, CEPA
Partner & Co-Founder