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As Chief Financial Officer of Spotlight Asset Group, Bethany is responsible for the company’s financial operations, including financial planning and analysis, capital management, accounting operations and financial reporting.
Prior to joining Spotlight, she was Vice President of Accounting for the Options Clearing Corporation, the world’s largest equity derivatives clearing organization. At OCC, she led a team focused on financial reporting, tax compliance, and accounting operations, including payroll, billing and accounts payable. During her time at OCC, she was also responsible for liquidity planning and capital management. Prior to OCC, Bethany spent five years at Deloitte & Touche, LLP.
Bethany received a Bachelor of Business Administration, as well as a Master of Science in Accountancy degree from the Mendoza School of Business at the University of Notre Dame. Bethany is a licensed Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA) and belongs to the American Institute of Certified Public Accountants and the Illinois CPA Society. Bethany resides in the suburbs of Chicago with her husband and daughter.
Diane is the Operations Manager for Spotlight Asset Group’s Los Angeles branch office, providing clients with administrative support and coordinating operations with the Chicago headquarters. Diane was born and raised in the San Fernando Valley and has worked in the financial services industry since 2005. Her favorite part of working at Spotlight Asset Group is interacting with and helping clients.
Diane lives in West Hills with her husband Jarrod and daughters Charlotte and Mia. She is the MVP of her American Pool Players Association team and also loves crochet, days at the beach, and spending time with her extended family.
As Managing Director of Spotlight Asset Group’s Los Angeles branch office, Aaron directs his passion for financial planning towards helping clients clarify what is most important to them, invest in their future, and achieve their goals. Aaron became a financial advisor in 2001 after a nine-year career in the motion picture industry.
Prior to joining Spotlight, Aaron spent eight years as the owner of Kirsch Wealth Management, an independent investment advisory form. Aaron graduated magna cum laude with a Bachelor of Arts degree in Film and Television from UCLA and is a CERTIFIED FINANCIAL PLANNER(tm) professional with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning.
A native of Southern California, Aaron lives in West Hills with his wife Miriam and children Dani and Sammy. He enjoys photography, cycling, playing bass guitar, and spending time with his family.
As a Managing Director for Spotlight, Daniel is responsible for developing and implementing his clients’ personalized financial plans. With more than eleven years of experience in the financial services industry, Daniel expertly guides his clients during the development and implementation of their customized financial plans, offering specialized insight into the use of fixed income products to enhance client portfolios.
Prior to joining Spotlight, Daniel worked for one of the world’s largest financial services companies, delivering personalized financial advice, reviewing and updating his clients’ retirement plans, and positioning clients into appropriate, managed investment solutions. Daniel earned his B.A. from Centre College, holds the CFP® certification, and is a 2018 CFA Level III Candidate.
Daniel grew up in Cincinnati, Ohio and now resides in Ann Arbor, Michigan with his wife Katie and their daughter Lily. While not in the office, Daniel is an avid baseball and soccer fan and enjoys Michigan’s numerous outdoor activities.
As a Managing Director for Spotlight, Tony manages the onboarding of new advisors and clients. He also provides the leadership team with invaluable strategic insight into developing a world-class client experience.Tony brings more than 19 years of experience in the investment industry to Spotlight, having spent his career working with families and businesses to solve their complex financial challenges and help them realize their dreams.
Prior to joining Spotlight, Tony worked with clients at five of the biggest financial services companies in the world. Most recently, Tony worked at a nationwide, dually registered broker-dealer and investment adviser where he provided leadership, guidance, and coaching to the firm’s investment advisory personnel.
Tony lives in St. Louis, Missouri and is the proud father of two sons, Jake and Josh. An avid sports fan and outdoorsman, Tony also serves his community as a youth soccer club technical director, which allows him to connect with families and give back to a game that is special to him.
As Managing Director for Spotlight Asset Group, Brendan is responsible for developing and implementing clients’ personalized financial plans. Brendan serves as the primary point-of-contact for clients regarding planning and investment management. With over a decade advising clients, Brendan acts as a fiduciary and true to Spotlight’s commitment to transparency, always puts clients’ interests first.
Prior to joining Spotlight, Brendan was a vice president at one of the world’s largest financial services companies, helping affluent investors develop financial plans and manage various investments. Brendan earned his B.A. from Loyola University Chicago in 2007 and is a 2018 CFP candidate. Brendan, his wife Kate and their three children reside in the Beverly neighborhood of Chicago.
Bethen is the Manager of Advisor Recruitment & Integration for Spotlight Asset Group’s Chicago headquarters, working with the leadership team to identify strong, like-minded advisors to partner with Spotlight as the company grows its nationwide operations. Bethen’s extensive experience in both marketing and recruiting makes her an essential part of our growth strategy, and her professionalism and dedication ensures a smooth integration process.
Originally from England, Bethen spent several years living in South Africa before moving to the United States. Bethen now resides in downtown Chicago where she spends her time enjoying city life, watching sports, and occasionally travelling back to England to visit family and friends.
Beth Chandler entered the financial services industry in 2011. Previously, she worked as a news anchor and reporter for the ABC affiliate in Jackson, Tennessee, before becoming the Director of Annual Giving at her alma mater, Freed-Hardeman University. She holds a bachelor’s degree in communications and is currently working towards her CFP® certification.
Beth has worked in various client service and operational roles. Her passion lies in ensuring all the “i’s are dotted and t’s are crossed.” Beth is very involved in her local church and enjoys reading, writing, playing tennis, and spending time with her family. Beth grew up in Memphis and currently resides in the Nashville area with her husband and two young children.
Geneva is the Office Manager for Spotlight Asset Group’s Chicago headquarters and provides crucial support for all of Spotlight’s team members.
With more than ten years of experience in various management positions, Geneva is a highly capable office manager who helps keep things running smoothly in all aspects of Spotlight’s operations. In addition, Geneva staffs the reception desk and is often the first person to interact with clients and prospective clients when they visit our offices.
After an exciting stint living and working in Paris, Geneva and her husband now live in the Chicagoland area, having recently added a beautiful baby girl to their family.
Jonathan Jamieson began his career in the financial industry during his freshman year of college at DePaul University. He worked as a clerk and later floor broker for R. J. O’Brien and Associates at the Chicago Board of Trade. From there, he moved on to a trade desk that specialized in options execution.
Most recently, Jonathan has worked as a broker and market strategist, vetting traders and managing portfolios. He holds a Master of Science in Finance Degree from the Kellstadt Graduate School of Business.
Jonathan grew up on Chicago’s north side and currently resides in the city with his wife, Sarah. He is a classically trained cook, an avid golfer and a life-long fan of the World Champion Chicago Cubs.
John Hinely is the Senior Wealth Manager for Spotlight’s Nashville office. He is tasked with ensuring client needs and objectives are met throughout the planning and wealth management process. He holds both a bachelor and master’s degree from the University of Alabama. Previously, Mr. Hinely worked in management for a nationally ranked home restoration firm before transitioning to Wealth Management.
John was raised in Birmingham and Tampa before spending the first decade of his professional career in the Washington D.C. area. He enjoys traveling and spending time with his wife, Jillian, and their three energetic boys. Additionally, John is an extreme fan of the Alabama Crimson Tide (but he asks that you not hold that against him).
With over ten years in the financial planning industry, Mike has provided investment, tax, and estate planning services to a variety of high net worth families and clients. By working closely alongside his clients to tailor custom financial planning strategies, Mike helps clients achieve and exceed their individual goals. Mike takes a hands-on personal approach towards his clients by getting to know them personally and providing the highest level of customer service and professional support.
Mike graduated from the Kelley School of Business at Indiana University with a Bachelor of Science degree in Business and a concentration focus in Finance. His hobbies include golfing, traveling, and avidly supporting the Chicago Blackhawks. He resides in the Chicagoland area with his wife and daughter.
Chase has counseled leading professionals in the fields of health care, agriculture, oil and gas, asset management, and media. Clients include Fortune 500 C-level and director executives, medical and dental practices, pharmacy owners, professional investors, actuaries, and attorneys. Most recently, he was the Chief Investment Officer for Weise Capital Advisors, a division of Capital Markets IQ.
Chase earned his undergraduate degree from Harding University and a certificate of financial management from Cornell University. He also attended graduate school at Pepperdine University and Lipscomb University. Chase holds the CFP® certification, is a CLU® charterholder, and holds the AAMS® designation. Additionally, he is a 2018 Level III candidate in the CFA Program. Chase has given talks about investment, risk management, and financial planning topics. He has spoken for LIMRA, Ohio National Financial Services, Northwestern Mutual, NAIFA, Harding University Pharmacy, UAMS, and Markets Group.
After growing up in Jackson, TN, Chase spent time in Little Rock and Santa Monica before moving back to Tennessee. Chase enjoys reading, writing, church activities, and, most of all, spending time with his wife (Beth) and two young children (Kate and Owen). He is an avid reader and recovering golfer. Chase and his family reside in Brentwood, Tennessee.
As Spotlight Asset Group’s Chief Compliance Officer, Jason is responsible for developing and implementing the company’s policies and procedures and ensuring that they keep pace with an ever-changing regulatory environment. As General Counsel, Jason advises Spotlight leadership on a variety of legal matters that impact the company and its clients. True to Spotlight’s commitment to transparency and our fiduciary duty to our clients, Jason is an integral part of the leadership team.
Prior to joining Spotlight, Jason was a Senior Attorney at the Securities and Exchange Commission, serving 13 years in the SEC’s Chicago Regional Office as part of the Division of Enforcement. While at the SEC, Jason investigated and prosecuted cases involving, among other things, broker-dealer misconduct, investment adviser fraud, breaches of fiduciary duty, insider trading, market manipulation, and money laundering. During his last three years at the SEC, Jason was a member of the Division of Enforcement’s Public Finance Abuse Unit where, in addition to bringing cutting edge cases, he led the unit’s law enforcement outreach initiative, working closely with federal prosecutors and FBI field offices to increase awareness of public corruption involving the municipal bond market and public pensions.
Jason earned his J.D., cum laude, from Loyola University Chicago School of Law in 2004 and his B.A., with honors, from the University of Kansas in 2000. Jason lives in Chicago with his wife and two daughters.
Stephen Greco is Chief Executive Officer and founder of Spotlight Asset Group. He has over 15 years of experience in the investment industry, helping clients in both the Broker/Dealer and Registered Investment Adviser channels with Merrill Lynch, Charles Schwab, and TD Ameritrade.
Stephen was recently the Director of Wealth Management for the top ranked Independent Adviser in the country according to Barron’s and CNBC. During his tenure he helped the Wealth Management Group grow both its Assets Under Management and Wealth Manager Count by over 200%. He was also a member of their Investment Committee and created the group that managed several hundred million dollars of client accounts with option strategies.
Stephen decided to start Spotlight Asset Group because he wanted to form an Advisory Firm that would provide full transparency for clients and leverage the latest technologies.
Stephen grew up in Western New York and currently resides in the suburbs of Chicago with his wife and son. He has a strong passion for mentoring individuals on how to break into the Investment Industry. In his free time Stephen enjoys, fishing, skiing, and traveling with his family.