We are SPG Advisors. Your roadmap to retirement planning.

Strategic Advice. Sound Planning Solutions.

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SPG Advisors is an independent Registered Investment Advisory (RIA) firm located in Kirkland, WA.

Our firm is 100 percent independent and not owned by, nor affiliated, with any insurance company, bank, or mutual fund family. This allows us to offer objective, unbiased advice without the hidden agenda or conflict of interest. We are fee based fiduciaries, which mean that we are solely focused on our clients’ best interest.

We specialize in the distribution phase of our clients’ financial lives by providing Retirees and Pre-Retirees with proven strategies that deliver security, consistency, and predictability in their retirement, regardless of stock market volatility from year to year. There are so many ideas and strategies out there, our focus is to evaluate your goals and identify competitive advantages in your retirement planning process that, according to Vanguard and Morningstar, can add upwards of 31 percent of value to your retirement in comparison to conventional wisdom.


Company Values

We realize for those who are looking for financial advice the choices are many and the problem is how to decide with whom to work. Below are our four company values which will give you an understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People first, money second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. Our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing, “catch a little excellence along the way.” (Vince Lombardi)

Our Team

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David M. Stryzewski | NSSA, CSA

Investment Advisor Representative

For more than a decade, David has been guiding and educating retirees as they transition into retirement. David was named the “2016 Advisor of the Year” by the society of National Social Security Advisors based on his extensive knowledge of Social Security and Retirement Planning and has led his firm to being one of the fastest growing firms in the Greater Seattle area. David’s visionary attitude has resulted in SPG Advisors being named Best of Kirkland for insurance and financial services for two consecutive years.

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Katie Stryzewski

Owner
HR Manager
Investment Advisor Representative

Katie grew up in Kirkland, graduating from Northwest University with a BA in History. She worked at Pro Sports Club for ten years as a coach and instructor, then in sales and membership, and finally managing their Willows Road facility. Katie joined her husband in business after getting her health insurance license.

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Justin Lohman

Chief Compliance Officer
Director of Operations
Investment Advisor Representative

Justin graduated from Northwest University with a degree in organizational leadership and ethics, and comes to SPG out of the tech industry with six years of hands-on management experience in compliance, risk management, merchant underwriting and client services. While in tech, Justin developed and managed multiple departments, including a PCI-DSS compliance program, which he organized and administrated as Chartered Compliance Officer. Justin deeply loves his four children and precious wife, Rebecca Joy.

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Joseph M. Maas, CFA, CFP, CLU, ChFC, MSFS, CCIM, CVA, ABAR, CM&AA

Chief Investment Officer

Joe earned his reputation as a Certified Financial Planner™ (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning.

Joe is an unusual financial advisor because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

In his personal time, Mr. Maas enjoys traveling with his wife and children and serving local charities.

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Gretchen Curtis | NSSA

Operations Manager

Gretchen has served clients in the financial services industry with excellence for over 20 years.  She was raised in Enumclaw and earned her BA in Business Administration from Seattle Pacific University.  Prior to joining SPG Advisors, she served as a registered representative in a number of senior client-facing, operational, training and compliance roles.  She draws from this rich foundation to support clients in aligning their financial futures with their values and goals.  She and her husband, Jon, have three children and enjoy hiking, snowshoeing, and camping.

Loren Downs | NSSA

Investment Advisor Representative

Loren Downs graduated from Seattle Pacific University at 19 with degrees in both Finance and International Business. He spent a semester studying abroad all across China during his senior year. Loren utilized and further developed his business expertise in both sales and finance before joining SPG Advisors in 2015. Loren and his wife Jessica are foster parents and are passionate about serving underprivileged children. They enjoy international travel whenever they get the chance.

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Quinton McDermott | NSSA

Investment Advisor Representative

For his entire life, Quinton has called the Greater Seattle Area Home. He attended Western Washington University (WWU) where he was a member of the Men’s Varsity Crew Team. While attending WWU, Quinton studied and received his Bachelors Degree in Applied Mathematics. He joined the SPG team in 2017 and has been working in the industry for 3 years.

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Cody A. Crawford | NSSA

Investment Advisor Representative

Father. Fiduciary. Self Proclaimed Economist. Married to my dream girl.

Cody Crawford is first and foremost husband to the girl of his dreams and recently became a father to a little princess called Adalene Marie. He grew up in Austin, TX and later moved to Houston where he graduated from the University of Houston. Cody is a Fiduciary Retirement and Investment Advisor Representative, he helps people redesign their portfolios using math and science, with a strong emphasis on risk management and tax reduction planning.
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Wendy McDermott

Office Manager & Events Coordinator

Wendy attended Seattle Pacific University and has worked for over twenty years as a business administrator and event coordinator on the Eastside, before joining SPG Advisors in 2016. Wendy brings an innovative perspective which directly affects the efficiency of the office, for which we are grateful. Wendy and her husband live in Kirkland with their twin teenage daughters.

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Mary Boland

Client Services Coordinator

Mary is a PNW native with 6 years of experience in the financial services industry (4.5 of those years have been with SPG).  She brings a passion for details, process improvement and has been instrumental in training and being a resource to our administrative staff.  Personally, she enjoys music, international travel and anything artistic.

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Kris Hsin

Marketing Manager

Kris joined SPG in 2019 with a background in graphic design, event planning, marketing and communications. Adept at finding the perfect balance between analytical and creative thinking, she is responsible for translating SPG objectives into communication deliverables that supports the company’s business strategy, vision, and growth.

Kris earned her BA in Visual Communication Design and Journalism from Eastern Washington University. Outside of work, she enjoys spending time with her family and friends, reading, and exploring new foods.

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Debbie Kellogg

Client Services Coordinator

Debbie is a Northwest native and attended Seattle Pacific University. She worked in customer service and sales support for thirty years before joining SPG Advisors in 2016. Debbie is a former president of the Northwest Screenwriters Guild and is currently writing a series of adventure novels from her condo in Woodinville.

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Kaylee Carter

Client Services Coordinator

Kaylee is from Bothell and graduated Magna Cum Laude from Northwest University with a BA in Business Administration. While in school, she took a special interest in topics including small business, entrepreneurship, personal financial management, and international travel. With a background in business management and customer service she is thrilled to work and serve clients at SPG.

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Cari Ensley

Front Desk & Office Coordinator

Cari was born and raised in the Seattle area.  She worked as an administrative assistant for over 18 years, in the financial industry, before joining SPG Advisors in April of 2018.

She enjoys traveling with her husband, photography, crafting and spending time with family and friends.

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Heather Bothwell

Education & Appointment Coordinator

Inspired by her love and passion for world travel, Heather has dedicated her life to helping others in work and at home. Heather has worked in the medical industry for over 24 years. She has a background in administration, office operation management, patient care and client services. Heather loves being outdoors and spending time with her loved ones.

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Grace, Joseph & David (Jr) Stryzewski

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Directors of Entertainment & Cuteness