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Our Team

Mike Jacobs

Founder and Managing Partner

Mike Jacobs began his career in 1993 at Merrill Lynch in Rockville, MD. In 2004, he was one of the early pioneers to leave the large wire house and join the independent planning world. He co-founded XML Financial Group, where he worked for 8 years and was recognized as one of the Inc. 5,000 fastest growing, privately held companies. In 2012, he divested his equity in XML and joined Monument Wealth Management in Alexandria, VA.

Today, Mike is the Founder and Managing Partner of Cardinal Wealth Management. He is a Certified Financial Planner (CFP®) and has more than 15 years of experience as a business owner and independent planner. In 2017, Mike has decided to affiliate with Spire Investment Partners, a cutting edge, independent registered investment advisory firm and broker dealer with open access to custodians such as Fidelity, TD Waterhouse, Pershing, and Charles Schwab.

Mike specializes in advising business owners and executives on strategies that seek to protect and grow their wealth. Services include financial planning, risk mitigation strategies, investment management, wealth preservation strategies, trust and estate planning, and tax planning.

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Chris Pratt

Partner

Chris is a Partner of Cardinal Wealth Management. He is a Certified Financial Planner (CFP®) and has 5 years industry experience working as an advisor at an RIA and an additional 6 years as a successful entrepreneur both in the US and Latin America.

Chris specializes in the creation of personalized comprehensive financial planning for business owners and entrepreneurs. The financial planning service is met by developing and executing a customized set of goals for each client through insurance planning, risk management, employee benefits planning, investment management, income tax planning, and estate planning.

Chris began his career as a financial planner for the Financial Consulate in Baltimore County, where he worked with business owners and high net worth clients. He has extensive business development and managerial experience both in the U.S. and across Latin America. Previous projects range from directing two major public programs in Colombia (+450 employees) and raising capital for ventures in the Baltimore area.

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William Chao 

Director of Operations

William Chao is the Vice President and Director of Operations for Spire Investment Partners. William is responsible for developing and managing the office customer service center, operational workflows and coordinating all support service functions for Spire Wealth Management, LLC, Spire Securities, LLC and Spire Insurance Agency, LLC. 
 
He is also is responsible for managing activities outsourced to external service providers and is the operational lead coordinating the on-boarding of new practices to Spire. 
 
William comes to us from TIAA-CREF and has over 18 years experience in the industry working with IBD’s and other financial services firms. He and his wife Hieu are proud parents of two children. William enjoys spending his free time with his children’s sports activities and is a sport fisherman!

Sue McKeown

Chief Compliance Officer

Sue McKeown is a Vice President and the Chief Compliance Officer for Spire Investment Partners, LLC where she is responsible for Spire’s firm wide compliance including Anti-Money Laundering, Audit and Review processes, Continuing Education, Registration and Licensing, Compliance Training, establishment and review of the firms written supervisory processes and procedures. She is the point of contact for regulatory inquiries and examinations. 
 
Ms. McKeown entered the financial services industry in 1982. Her experience spans both retail and institutional as well as with fully disclosed correspondent firms and self –clearing firms. She is a member of the National Society of Compliance Professionals. 
 
Sue is a native of the Northern Virginia area. Earning a BS in Business Administration from George Mason University. A proud graduate of the Leadership Loudoun class of 2005 she is active in the local non-profit community.

Stuart Brawley

Director of Finance 

Stuart Brawley is the Vice President, Finance Director with Spire Investment Partners, LLC. Stuart joined Spire in 2008 and brings with him 13 years experience in the investment advisory industry which he acted as the Corporate Controller, General Securities Principal and Financial Operations Principal. 
 
Stuart was born in Queens NY and raised in Maryland. He graduated from University of Maryland where he earned a bachelor of science in accounting. He holds a CPA license in the state of Virginia and securities licenses including the Series 7, 24 & 27. 
 
He now lives with his wife Jenny in Virginia. Stuart and Jenny spend much of their free time working with animal rescue groups and helping pet owners with dog behavior training.

Jessica Devine

Operations Associate

Jessica is an Operations Associate at Cardinal Wealth. She is responsible for performing daily operations, client service support, business development, and assisting with the implementation of client investment and financial planning strategies. Jessica is a native to the Bethesda area and has had work experience in a variety of business fields spanning from investment banking to international development. She is currently earning a Bachelor’s of Science in Finance and Supply Chain Management with a minor in Real Estate Development from the University of Maryland.

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