Locations
CHICAGO OFFICE
2 Mid America Plaza, Suite 710
Oakbrook Terrace, Illinois 60181
Phone: 630-230-6840
Fax: 630-230-6833
Email: INFO@SPOTLIGHTASSETGROUP.COM
ANN ARBOR OFFICE
2723 South State Street, Suite 143
Ann Arbor, Michigan 48104
Phone: 734-230-2555
Fax: 866-259-3916
Email: INFO@SPOTLIGHTASSETGROUP.COM
LOS ANGELES OFFICE
24013 Ventura Boulevard, Suite 202
Calabasas, California 91302
Phone: 818-222-0800
Fax: 877-732-3399
Email: INFO@SPOTLIGHTASSETGROUP.COM
SEATTLE OFFICE
10900 NE 4th St, 23rd Floor
Bellevue, WA 98004
Phone: 206-905-8700
Fax: 206-905-8700
Email: INFO@SPOTLIGHTASSETGROUP.COM
Natasha recently graduated from the University of Illinois-Chicago (UIC) with a major in Finance from the UIC College of Business and a double minor in Business Analytics and International Business. 
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.
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.
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.
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.
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 his clients’ interests first. Prior to joining Spotlight, Brendan was a vice president at one of the country’s largest investment firms, helping affluent investors develop financial plans and manage various investments.
With over a decade advising clients, Brendan acts as a fiduciary and true to Spotlight’s commitment to transparency, always puts clients’ interests first.
alma mater, Freed-Hardeman University. She holds a bachelor’s degree in communications and is currently working towards her CFP® certification.
Jon 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. Immediately prior to joining Spotlight, Jon worked as a broker and market strategist, vetting traders and managing portfolios.
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.
To do so, Mike works closely with the other members of Spotlight’s leadership team, the company’s managing directors, and administrative personnel to develop and implement systems and processes designed to accomplish Spotlight’s strategic goals. Mike also serves as Spotlight’s Director of Financial Planning. With over ten years of experience as a financial planner, Mike has provided investment, tax, and estate planning services to numerous high net worth individuals and their families. By working alongside his clients to tailor custom financial planning strategies, Mike knows how to help clients achieve and exceed their individual goals. Mike advocates for a hands-on, personal approach to financial planning, encouraging our advisors to get to know their clients personally and provide a high level of customer service and professional support.
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.
As General Counsel, Jason advises Spotlight’s leadership team 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.
Steve started Spotlight in 2017 because he wanted to create a wealth management firm that leverages the latest technology and operates with complete transparency in order to deliver a client experience that is second to none in the financial services industry.Early in his career, Steve gained invaluable insight and experience working with clients at some of the largest and most established companies in the industry, including Merrill Lynch, Charles Schwab, and TD Ameritrade. Immediately prior to founding Spotlight, Steve served as the Director of Wealth Management for a top-ranked independent financial adviser, where he helped the wealth management group grow both its assets under management and its number of wealth managers by over 200%, served on the firm’s investment committee, and created a group to manage several hundred million dollars in client accounts that utilized option strategies. In addition to leading the team at Spotlight, Steve has a strong passion for mentoring and often counsels people on breaking into the financial services industry.