Spyrnal Financial Group

Timothy Spyrnal is a financial advisor with Spyrnal Financial Group in Lake Geneva, WI. He holds a Series 66 designation and has 18 years of industry experience. His work history includes roles at Spyrnal Wealth Management, Spyrnal & Associates, Inc., Global Financial Private Capital, and Thrivent Investment Management. Outside of investment advisory, he is an independent insurance agent involved with Spyrnal Insurance, LLC and serves as the registered agent and manager of Snowbird Insurance Group, LLC. Spyrnal Wealth Management provides investment management, financial planning, and advisory services primarily to individual and high-net-worth clients. The firm creates individualized investment plans and employs discretionary portfolios using model-based managed account and UMA platforms, incorporating various investment analysis methods and oversight of third-party managers and sub-advisers.

Chad Michaels is a CFP® with 11 years of industry experience, currently serving as an advisor at Spyrnal Financial Group. He previously worked at Axa Advisors, LLC for five years before joining Spyrnal Wealth Management and Spyrnal & Associates, Inc. Michaels also acts as an insurance agent for Spyrnal & Associates, dedicating part of his time to insurance-related client services. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach using discretionary management, model portfolios, and outside managers, integrating fundamental, technical, and cyclical analysis in its security selection.

Jack Drapkin is a financial advisor with Spyrnal Financial Group holding a Series 65 designation. He has one year of industry experience and previously worked in real estate with Keller Williams Hudson Valley United and held roles outside financial services including at Coffee Smoke LLC and in professional soccer with Major League Soccer and the San Jose Earthquakes. Spyrnal Wealth Management provides investment management, financial planning, and advisory services primarily to individual and high-net-worth clients, using model-based managed accounts and UMA platforms. The firm employs a discretionary approach with individualized investment plans based on client objectives, risk tolerance, and time horizon, incorporating fundamental, technical, and cyclical analysis.