OUR TEAM

David M. Stryzewski | NSSA, CSA

Chief Executive Officer

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.

Katie Stryzewski

Owner
Chief Compliance Officer
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.

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

Chief Investment Officer

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.

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.

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.

Gretchen Curtis

Investment Advisor Representative

Justin Lohman

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.

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.

Mary Boland

Compliance Administrator

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.

Debbie Kellogg

Account 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.

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.

Cari Ensley

Client Services Coordinator

Heather Bothwell

Front Desk & Appointment Coordinator

Sheri Mackie

Education Coordinator

Sheri grew up in Spokane and attended Northwest University. She has used her organizational skills in a medical clinic, in the records department of a large hospital and for another financial planner before we were fortunate enough to acquire her as the education coordinator for our Social Security & Principles of Retirement Planning classes. Sheri enjoys hiking, DIY projects and attempting to keep up with her three teenagers.

Grace, Joseph & David (Jr) Stryzewski

Official Mascots
Directors of Entertainment & Cuteness