Meet the Team

Anthony is The President of Spartan Wealth Management, advising clients since 1998. He has run practices with Smith Barney, Morgan Stanley, and UBS before joining Spartan. In 2019-2022 & 2024, Anthony has been named to the Forbes/SHOOK list of Best-In-State Wealth Advisors in Michigan. (No compensation was provided to Forbes/Shook to participate in this rating.) Anthony has been distinguished with the Chartered Retirement Plans Specialist (CRPS®) after earning it through a rigorous exam. For over 25 years he has been advising clients on financial planning and investment management. As a Senior Portfolio Manager at the firm, he takes pride with the fiduciary role and responsibilities for his clients. Anthony believes in educating the investor and involving the client in each step of the financial process, including partnering with the client’s CPA and attorney to assure all financial matters are covered.

A graduate of Wayne State University with a Bachelor of Science in Corporate Finance, Anthony currently serves as board member and Treasurer of the Chaldean American Chamber of Commerce (CACC). He also serves as Treasurer for the Chaldean Community Foundation, and sits on the Finance Committee for the Chaldean Diocese of St. Thomas the Apostle.

Anthony and his wife, Saba, reside in Bloomfield Hills and have three children: Avery, Eliana, and Liam. He enjoys spending time with his family, traveling, exercising, barbecuing year-round and playing sports with his kids.

Degrees & Affiliations

• Investment Advisor Representative CRD# 3013527
• Forbes Best-in-State Wealth Advisors 2019, 2020, 2021, 2022, 2024, 2025 and 2026
• Bachelor of Science in Corporate Finance – Wayne State University
• Chartered Retirement Planning Specialist
• CRPS conferred by College for Financial Planning.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Brian has over 29 years in the financial services industry and as a founding partner, Brian brings an entire career’s worth of wealth management experience to Spartan Wealth Management. Utilizing his innate understanding of market trends, Brian specializes in wealth management, risk mitigation and retirement planning. He works with high net-worth clients advising them on strategies for potential asset accumulation, while aiming to limit risk and downside exposure.

By virtue of Brian’s leadership and ability to build trust, Brian was elected statewide and served as a Trustee of Michigan State University from January 1, 2013- January 1, 2021. Through Brian’s philanthropy, he serves on various boards and business organizations, including being the co-chair of the Detroit/Wayne County Stadium Authority – the entity that owns Comerica Park and Ford Field.

Degrees & Affiliations

• AIF- Accredited Investment Fiduciary
• Trustee Emeritus – Michigan State University
• Investment Advisor Representative CRD# 2838290
• B.S. in Engineering – Michigan State University
• Co-Chairman – Detroit/Wayne County Stadium Authority

As a Financial Advisor and founding partner of Spartan Wealth Management, Alexander “Xander” Wagner designs bespoke personal investment and insurance planning solutions that encompass long-term financial goals. Xander works with professionals, business owners and high net-worth individuals, advising them on strategies for Investment growth potential and wealth preservation for future generations.

Astute and perceptive; Xander’s experience includes designing personal investment strategies, helping clients plan for retirement and evaluating existing or new life insurance contracts. He also consults with business owners implementing and benchmarking competitive company 401(k) and healthcare benefit plans. Xander analyzes market trends, economic forecasts, and service models – providing dynamic account management. Most importantly, he believes in being accessible to his clients and understanding their individual needs, creating effective communication and trust. Xander values relationships built on effective communication and trust. With this, he can propose the right strategies and solutions to help pursue financial goals and prepare for life changes as they develop.

With his ongoing service and guidance, Xander provides personalized advice and independent product selection through a variety of insurance companies and money managers. Xander is committed to lifelong partnerships through strategic counseling, planning and exceptional service.

Degrees & Affiliations

• Investment Advisor Representative CRD# 5859258
• B.S. in Finance – Haworth College of Business, Western Michigan University
• Member – Detroit Athletic Club
• Member – Country Club of Detroit

Joe is a proud alumnus of Brother Rice High School and Oakland University. Prior to joining Spartan Wealth Management, Joe was with UBS for 7 years and spent 5 years at J.P. Morgan Chase as a Private Client Banker. As the Director of Wealth Management, Joe is dedicated to connecting with investors on a personal level and works closely with each client striving to ensure that all their financial needs – retirement planning, insurance, wealth transfer, lending in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them pursue their financial goals, including partnering with their CPA and attorney to better address each situation.

Outside of work, Joe loves spending time with his wife, Shanelle and their three daughters, Sienna, Juliette, and Ruby. Joe loves to golf, travel, and is a loyal fan of all Detroit sports. Cooking in the kitchen and on the Big Green Egg is also a passion of his.

As a founding partner of Spartan Wealth Management, Steven Nofar has a long history of technical experience in estate planning.  He is a corporate attorney and formerly a tax partner at a top 50 CPA firm. Steven Nofar has a long history of technical experience.

With a vast experience in estate and personal tax planning, family wealth planning, asset protection planning, international tax matters, business and succession planning, Steven provides a keen skill for integrating all of his planning techniques into a comprehensive financial and estate plan for his clients.

Steven has been invited to lecture for many groups, including The Institute for Continuing Legal Education (ICLE), Wells Fargo Wealth Management, MetLife, Michigan Institute of Certified Public Accountants (MICPA), State Bar of Michigan, DMC Medical Center, and many medical/dental practice associations, just to name a few.

Steven Nofar is solely an investment advisor representative of Spartan Wealth Management and not affiliated with LPL Financial.

Degrees & Affiliations

• Investment Advisor Representative CRD# 6380456
• Certified Public Accountant (CPA)
• Licensed Attorney
• Certified Mergers and Acquisitions Advisors (CM&AA)
• J.D. – University of Detroit-Mercy Law School
• B.S.B.A. in Accounting, Wayne State University
• Admitted – U.S. Tax Court

As the Chief Investment Officer, Derek Damian holds a Series 7, 24, 52, 53 and 66, has earned licenses in the areas of life insurance, annuities, accident, health and property/casualty and carries the Accredited Investment Fiduciary AIF® designation. Leading SWM’s Investment Committee, Derek provides experience in strategic portfolio creation and management along with research analysis.

Derek is a graduate of Michigan State University and holds a Bachelor of Science degree in Statistics.

Keith is a Chief Compliance Office with Dinsmore Compliance Services. He has over fifteen years of experience in the financial services industry.

Previously, he served as a Chief Compliance Officer of a registered investment company, registered investment adviser and the registered separate accounts for an insurance company.

Currently, Keith holds a CPA designation and previously held FINRA series 6, 7, and 24 licenses.

Education

Northern Kentucky University (MAcc)

Hanover College (B.A.)

Nicole is our Director of Operations, She is committed to delivering a high-quality client experience and fostering strong relationships that enhance value, retention, and growth.

Prior to joining Spartan Wealth Management, she gained more than 14 years of financial industry experience at Raymond James and Merrill Lynch as a Senior Client Associate. Her knowledge and experience enable her to provide reliable service and support to clients and teammates at SWM.

Nicole is an active supporter of several philanthropic organizations including Michigan Humane Society and Children’s Hospital of Michigan. She resides in Rochester Hills, Michigan and was married in 2014 to Justin Yates; they have a daughter named Reese and a son named Tristan.

When not in the office, she enjoys cooking, reading, riding Peloton, and spending time with family and friends.

As Director of Finance, Christian is dedicated to ensuring the long-term financial health and growth of Spartan Wealth Management. He is committed to increasing efficiency by establishing strategies that improve productivity and promoting sustainability within the company while overseeing and managing the financial operations of the organization. He provides financial, guidance and experience to drive the company’s financial well-being and success.

Prior to joining Spartan Wealth Management, Christian worked in Public Accounting, gaining exposure in both assurance and tax. He is also a licensed CPA in the state of Michigan.

He is a graduate of Oakland University with a Bachelor of Science in Accounting.

In his free time, Christian enjoys playing in his weekly basketball league, golfing, traveling to new places, and spending time with family.

Degrees & Affiliations

• Certified Public Accountant (CPA)
• Michigan Association of CPAs (MICPA)
• Bachelor of Science in Accounting – Oakland University

Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and has nearly a decade in the financial services industry. His goal is to make hard-to-understand financial terms relatable and approachable. Throughout his career, his focus has been on working with retirement plan participants of all ages and backgrounds.

Before joining Spartan Wealth Management, Kyle spent five years at Sentry Insurance as their Retirement Plan Education Manager. Prior to that, he gained valuable experience working at both Merrill Lynch and Transamerica.

Kyle holds an array of certifications and licenses:

• Certified Financial Planner™
• Qualified 401(k) Consultant
• Qualified 401(k) Administrator
• Accredited Investment Fiduciary
• Certified Plan Fiduciary Advisor
• Chartered Financial Consultant
• Chartered Retirement Planning Counselor
• Series 7, 6, and 63 licenses
• Held through LPL Financial
• Life, Health, and Variable Annuities licenses

Kyle and his wife Alison live in Brighton, Michigan. When he’s not immersed in financial matters, Kyle enjoys an active lifestyle. He’s an avid golfer, and both he and Allison are competitive pickleball players.

Roles & Responsibilities:

As the Director of Insurance, Mariam Safeh works to facilitate a smooth onboarding process for clients at Spartan Wealth Management by being accessible and attentive to their individual needs, fostering effective communication and trust. Mariam’s experience in life, health, and disability insurance helps assist our advisors in aiming to ensure that Spartan Wealth clients receive appropriate care and protection for themselves and their families.

Away from work, Mariam enjoys hiking all over the U.S. and Canada, trying new restaurants, and photography.

Degrees & Affiliations

• B.S. in General Management – School of Business Administration, Oakland University

Jeff, with nearly 15 years of experience in financial planning. Prior to joining SWM he has run practices at Merrill and Charles Schwab exceeding 1 billion dollars in assets. With a focus on retirement income planning, tax and estate planning, and options strategies, Jeff brings a wealth of knowledge to empower his clients in navigating the complexities of their financial landscapes, particularly with high-net worth individuals.

Jeff combines his years of experience with a client-centric approach, fostering enduring relationships built on transparency, reliability, but above all, care for his clients. His commitment to understanding the intricate needs of high net worth individuals sets him apart, making Jeff a partner in true client collaboration for those who don’t have the time, desire, or confidence to navigate themselves.

Outside of work, as a Grosse Pointe native, you can often find him working on his modest golf game at Lochmoor Country Club, or enjoying time with family and friends.

Degrees & Credentials

• BBA, Finance, Western Michigan University
• MBA, Finance, University of Michigan
• Chartered Retirement Planning Counselor

As a Financial Advisor at Spartan Wealth Management, Ari is meticulous in formulating investment and insurance plans for individuals and small-businesses. Ari is detailed and resourceful in developing plans that provide confidence in your path to financial freedom.

Through synergizing tax-efficiencies with investment strategies, his approach is rooted in continual portfolio reviews, education and on-going guidance. Striving for sustained service and excellence, he is a proud fiduciary for his clients. Firmly committed to long-term client relationships and financial planning, Ari helps his clients with retirement, education, estate and insurance planning strategies.

Degrees & Affiliations

• Investment Advisor Representative CRD# 6736988
• B.S. in Communications – Wayne State University
• Health, Life, and Variable Insurance Product Certifications
• Series 7 Certified
• Series 66 Certified
• Series 7 held with LPL Financial
• Series 66 held with Spartan Wealth Management

As a Wealth Manager, Nick is committed to establishing personal connections with our clients and enjoys working with them on all aspects of their financial health-retirement and financial planning, insurance needs, and portfolio management. He graduated Summa cum laude from Wayne State University in 2022 with a Bachelor’s degree in Finance. He holds his Series 7 held with LPL Financial, Series 66 held with Spartan Wealth Management, and Life, Health, & Variable Annuities licenses.

In his free time, Nick enjoys watching the Detroit Tigers and is always the go-to guy when his family wants a good meal. He lives in West Bloomfield with his family and is an active member of his local community.

Zak is a dedicated financial advisor with 5 years of experience and deep passion for empowering individuals and businesses to pursue their financial goals. He provides insightful and personalized guidance, recognized for his patient and approachable nature. Zak focuses on building trust-based relationships and creating tailored financial solutions for his clients. His commitment to ongoing professional development and ethics demonstrates his unwavering dedication to serving his clients’ best interests.

Zak started his career with Northern Trust where he worked as an Investment Associate assisting portfolio managers with the day-to-day operations of their individual books. After concluding his tenure at Northern Trust, Zak decided to pivot and join Sawchuk Wealth as a Wealth Advisor to begin growing his own book of business. In 2022, Zak joined Merrill Lynch to continue building trust-based relationships and provide tailored financial solutions for his clients. He is now a key member of the Spartan Wealth family, and is proud of the service he can provide his clients as part of an experienced team.

On a more personal level, Zak enjoys spending time with his family and 2 nephews. He also has a passion for all things outdoors – Zak is an avid golfer, hunter, snowboarder, and loves being out on the water during the summertime.

Anthony is a proud alumnus of Brother Rice High School and Wayne State University. With nearly a decade of experience in the financial services industry, Anthony brings a deep understanding of wealth management and client service to Spartan Wealth Management. Prior to joining the firm, he served as a Private Client Banker at J.P. Morgan Chase, where he specialized in working with high-net-worth clients, delivering tailored financial strategies across banking, investments, and lending.

As a Financial Advisor, Anthony is passionate about educating others on financial matters and is focused on providing clients with personalized, transparent advice to help them work toward achieving their financial goals. He takes a holistic approach, working in collaboration with clients’ CPAs and attorneys to ensure every facet of their financial goals are addressed.

Outside of the office, Anthony is dedicated to his community and spending time with his wife Crystal and son Jaxon. He enjoys playing golf, basketball, and supporting Detroit sports teams.

Connor Holton is a Financial Advisor at Spartan Wealth Management with a strong background in economics and client service. He graduated from Detroit Catholic Central High School, where he earned All-State honors in both football and lacrosse. Connor continued his athletic career playing college football at Wayne State and Albion College before studying Economics at Northwood University.

His professional experience includes negotiating debt settlements at Encore Capital Group from 2019 to 2022 and serving as a Co-Planner at Investwise Financial from 2022 to 2025. In this role, he worked with a book of business representing over 300 households, focusing on insurance planning, financial planning, and social security analysis. Connor holds Series 7 held with LPL Financial and Series 63 and 65 held with Spartan Wealth Management.

Connor is deeply motivated by a desire to help clients make sound financial decisions, influenced by his personal experiences and the challenges his family faced with financial advisors. His competitive nature drives him to provide the highest level of service to his clients, striving to ensure they are well-informed and financially secure. Outside of work, Connor enjoys playing golf and pickleball, and spending time with his Pomski dog, Filo. With his focus on integrity, personalized advice, and dedication to his clients, Connor aims to help individuals and families reach their financial goals.

Jack Skrzycki joins Spartan Wealth Management as a Financial Advisor where he works closely with clients to deliver thoughtful, coordinated financial planning and a high level of personalized service. He focuses on helping individuals and families align their investment strategies with long-term goals, time horizons, and broader planning considerations, including retirement, tax planning, and estate coordination in collaboration with clients’ extended advisory teams.

During Jack’s time with Fratarcangeli, he was directly responsible for overseeing hundreds of millions of dollars in client assets and contributed each year to the direct growth of the practice harvesting tens of millions of dollars in additional assets for his clients and the firm. Jack earned his Bachelor of Business Administration in Finance from Northwood University, graduating in three years as a wide receiver in a division II football program. He earned his Certified Financial Planner™ designation in March 2023 after completing a nine-month training program at Oakland University.

Outside of his professional work, Jack is actively involved in his church and values serving his community. He enjoys boating on beautiful Lake Saint Clair during Michigan summers, staying active through heavy weight training, and spending time with friends, family, and his goldendoodle Gracie.

Adam Saghir holds a Bachelor of Science in Finance from the University of Michigan-Dearborn and is a graduate of Northville High School.

As an Investment Advisor Representative, Adam supports clients in developing strategies tailored to their financial goals. His areas of focus include financial planning, investment analysis, risk management, insurance, and legacy considerations.

Adam takes an active role in giving back to the community by volunteering at non profit organizations. He values the importance of consistent improvement, both in his knowledge and in how he serves clients.

Adam holds the SIE, Series 7 held with LPL Financial and Series 66 held with Spartan Wealth Management.

Outside of work, he enjoys staying active, spending time with family and friends, and supporting Michigan State University and the Detroit Lions.

Financial Advisor

Adam graduated from the University of Cincinnati with a BBA in Finance. Prior to joining the team at Spartan, Adam gained experience at UBS as a Registered Client Service Associate, as well as with Fidelity Investments as a Client Relationship Advocate from their Northern Kentucky office. He holds his Series 7 held with LPL Financial and Series 66 held with Spartan Wealth Management, where he can work closely and develop meaningful relationships with clients. Adam enjoys spending his free time hiking, travelling, and following a combination of Cincinnati and Detroit sports.

Avery Mona is a Financial Advisor at Spartan Wealth Management. He earned his Bachelor of Science in Finance from Wayne State University and supports individuals, families, and business owners with strategies focused on retirement planning, estate considerations, business taxation, and long-term investment allocations.

Avery approaches financial planning with discipline and attention to detail, qualities refined during his experience as a collegiate pitcher. His early exposure to the industry and ongoing collaboration with senior advisors have shaped a thoughtful, analytical approach to client service. In his off-time Avery enjoys playing golf, participating in a softball league, traveling, and spending time with family.

As part of a new generation of Spartan Wealth professionals, Avery is committed to contributing to the firm’s long-standing standard of personalized planning and multi-generational client relationships.

Roles & Responsibilities:

As a Client Service Associate, Dominic provides clients with account management from day to day and support with all necessary management needs. Dominic has completed the SIE, and Series 7 held with LPL Financial registration which will bring the information needed for the utmost service. Dominic is known for providing strategic and innovative problem solving when dealing with issues relating to the service of clients.

Eliana Mona is a Client Services Associate at Spartan Wealth Management. In her role, she supports the firm’s advisors with financial planning tasks, client service, and administrative responsibilities. Eliana holds a Bachelor of Science in Business Administration with a concentration in Finance and Marketing Advertising Strategy from Wayne State University.

Her academic background, combined with practical experience at the firm, provides a strong foundation for assisting the advisory team in delivering organized and thoughtful support to clients. Outside of work, Eliana enjoys golfing, staying active, and spending time with family and friends. She is focused on continued professional development and contributing to the firm’s commitment to client service and long-term relationships.

Jason Martin is a marketing professional with over 15 years of experience in global corporate communications, content creation, project and event management. Currently the Marketing Manager at Spartan Wealth Management, he drives strategic initiatives to enhance brand visibility through high-impact events and video production. Previously, Jason served as an Instructional Designer and Teacher at Color in Gaming, where he expanded programs and led after-school programs for elementary and middle school students in Detroit.

After studying Art history at Wayne State University, he led global marketing initiatives at Optimal EV INC, where he crafted strategies and streamlined content processes. His earlier roles at Tweddle Group, the boutique post-production studio Postique (a Grace and Wild company), and Ford Motor Company honed his skills in management, content creation, and live broadcasting.

Kaylin’s objective as our Account Manager is empowering businesses to thrive by assisting advisors with customized group health insurance solutions. Kaylin takes pride in her work and is committed to supporting clients and fostering trust-based relationships. Prior to working in employee benefits, Kaylin gained a financial foundation through her previous experience in accounting and mortgage banking. She continues to increase her knowledge through her pursuit of a BS in finance.

Outside of the office, Kaylin enjoys quality time with family and friends over dinner, reading, and staying active outdoors.

As an Administrative Associate at Spartan Wealth Management, Laura brings creativity and a diverse professional background to every task, whether it’s organizing client events, managing schedules, or ensuring the office runs seamlessly with a smile.

She has also held roles in client service and operations, where her people skills and design sensibility have been central to her success. With a foundation in visual design and merchandising, Laura brings creativity and attention to detail to her role. Outside the office, she enjoys spending time with family, is known for her enthusiasm for holiday decorating, and jokes that she can even order Chinese food in German.

Olivia Macorkindale is a Client Service Associate at Spartan Wealth Management, supporting several advisors with nearly a decade of prior experience at Raymond James in branch operations and cash management, including roles as Senior Cash Management Associate and Branch Operations
Specialist.

She brings a strong background in account management support, client service, and training. Outside of the office, Olivia enjoys time with her husband of 11 years, their three children, Audrey, Shae, and Carson, and their golden doodle, Abby. They spend summers at their cottage, working out, and playing golf.