Spectrum Investment Advisors Adds New Team Members and Earns Best Places to Work Recognition
Spectrum Investment Advisors has welcomed Tricia Sendelbach as Senior Relationship Manager, bringing over two decades of retirement plan expertise. Kristen Carioti joined the firm as Director of Financial Wellness, where she will lead Spectrum's GuideSteps program focused on financial guidance for clients. The company was also recognized in the 2026 Milwaukee Business Journal Best Places to Work list, highlighting its commitment to a supportive workplace culture. This recognition followed an employee survey administered by Quantum Workplace and evaluated across multiple categories including engagement, communication, teamwork, and job satisfaction. Spectrum Investment Advisors is an SEC-registered firm with $4.69 billion in assets under management, offering Wealth Management, Retirement Plans, and Financial Wellness services to clients.
Topics: employee recognition financial wellness hiring retirement plans