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.
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.
Allen Eickelberg is the director of operations for Spire Investment Partners, LLC. Since 2011, Allen has filled many roles at Spire working with executive leadership and wealth management teams to manage projects and introduce new technologies to the firm. He specializes in coaching others to adopt technology, and works with Wealth Managers transitioning to Spire on how to best utilize systems to streamline their practices.
A graduate of Virginia Tech; Allen enjoys spending his free time volunteering in his ceramics studio and brewing home-made beer!
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.
Josh serves Spire’s advisors by overseeing the regulatory and internal financial reporting for Spire, as well as providing crucial business oversight for the company’s Finance department. Josh enjoys volunteering at church, spending time with his wife and three daughters, and playing tennis.
Natalie has been in the financial services industry since 2006. She began her career with Morgan Stanley going on to work at XML Financial Group in 2009, supporting high net worth clients and Senior Financial Advisors. As an Operations Manager, Natalie strives to always provide clients with high quality, timely, professional, and personable service. She is a key component in addressing the needs of clients.
Natalie earned her Bachelor of Arts degree in business and economics from McDaniel College (formally Western Maryland College). She is a sustainer of the Junior League of Washington, serving during her active years at a board member and committee chair of Bright Beginnings Inc. Bright Beginnings was started by Junior League in 1991 to address the critical need for child care for homeless families in DC. Since then, Bright Beginnings has met the needs of nearly 1,700 homeless children by providing families with developmental childcare and on-site therapeutic and family support services. Natalie worked to lead the committee for 4 years through their largest fundraiser and 5k event. She grew up in Baltimore and lives in Olney with her husband and two sons.
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.