A complete list of active advisors currently associated with SPG Advisors LLC

Warmer can help you find a great advisor at SPG Advisors LLC or one who fits your needs even better.

SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, delivering ongoing investment management alongside standalone financial planning and consultation. Client engagements are documented with investment policy statements and risk-tolerance assessments, and the firm generally requires a minimum account size while retaining discretion to waive that requirement. The firm bases recommendations on a mix of fundamental and technical analysis and implements portfolios using mutual funds, ETFs and, when appropriate, strategies such as leveraged funds or short positions; cash positions may be held defensively and are included in assets under management. SPG delegates some portfolio implementation to a third‑party co-provider money manager and coordinates planning work that may cover estate, tax, insurance and retirement issues. SPG’s brochure discloses a set of uncommon affiliations and arrangements for a firm of its size — advisor representatives are also licensed insurance agents for an affiliated insurance entity, the firm maintains an ownership structure tied to a trust whose principal has professional credentials in law and accounting, and it shares investment-management personnel with a related third‑party manager. The firm also describes its role in recommending direct real‑estate structured investments (DSTs), the possibility of separate, accelerated DST fees and other potential conflicts of interest, and notes a recent material change to its compliance leadership; these features and disclosures distinguish it from many peers.

To learn more about the advisors currently working at SPG Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brandon Accardo	Kirkland, WA	7
Chad Bushon	Kirkland, WA	27
Gretchen Curtis	Kirkland, WA	7
Loren Downs	Kirkland, WA	10
Joseph Duncan	Kirkland, WA	8
Tyler Lively	Kirkland, WA	11
Nathan Mayer	Kirkland, WA	2
David Stryzewski	Kirkland, WA	12

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support