Our Team

Ben is the founder and principal of the firm with over 35 years of financial experience. Ben enjoys working with clients seeking a holistic approach to solving their complete financial needs. Ben’s comprehensive experience includes: tax planning and preparation, business valuation and consulting, insurance planning and implementation, divorce planning and consultation, retirement planning, estate and trust planning, and investment management. Ben has an exceptional level of financial diversity and expertise that complements his ability to analyze and solve complicated client circumstances with advanced financial planning.

In his spare time, Ben likes to golf, road and mountain biking, skiing, rock climbing, swimming, backpacking and camping, and pretty much any outdoor activity. Ben enjoys spending time with his family and friends and to actively live life.

Professional Affiliations

• Member of AICPA
• Institute for Divorce Financial Analysts (IDFA)
• Member of Financial Planning Association (FPA)

Education and Designation

• BS in Accounting, University of Southern California
• Certified Public Accountant (CPA)
• Certified Financial Planner (CFP®)
• Certified Divorce Financial Analyst (CDFA)
• Personal Financial Specialist (PFS)
• Life and Health insurance license (0C82676)
• Series 7, 63 (Inactive)
• Series 65

Community Involvement

• Eagle Scout - Boy Scouts of America
• American Legion Award Recipient
• Served on various non-profit boards
• Assistant Scout Master

Donovan is a Wealth Manager with Spectrum Wealth Management, LLC affiliate company of PutmanGroup. Donovan enjoys working with individual clients with their wealth management needs and closely held businesses with their employer sponsored retirement plans. Donovan has been with Spectrum Wealth Management since 2014 and has over 20 years of experience as a financial advisor. 

In his spare time, Donovan enjoys southern California’s hiking, skiing and surfing and spending time with his family and friends. Donovan is a native of Orange County, where he lives with his wife, daughters and lab puppy.

Education and Designation

• BS in Business Administration with an emphasis in Marketing & Finance, Loyola Marymount University
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC ®)
• Life and Health Insurance License (0B82838)

Jarryd is a Wealth Advisor with Spectrum Wealth Management, LLC, an affiliated company with PutmanGroup. As a Wealth Advisor, Jarryd works with individual clients, families, and closely held entities providing consultation, planning, and management for Spectrum Wealth Management's clients.

Jarryd graduated from the University of California, Irvine with a Bachelor of Arts in Economics. Prior to joining Spectrum Wealth Management, Jarryd previously worked at Bank of America, Merrill Lynch, and Wescom Credit Union, having more than 10 years of experience in the financial services industry. Jarryd currently holds the Series 7 and 66 securities licenses as well as the Life and Health Insurance license. He also holds the Certified Financial Planner (CFP®) designation.

In his spare time, Jarryd enjoys exploring the outdoors with his wife Jean and French Bulldog Bruno and rooting for his favorite sports teams the Los Angeles Lakers and Philadelphia Eagles.

Education and Designation

• BA in Economics, University of California - Irvine
• Life and Health Insurance License (0I25354)
• Certified Financial Planner (CFP®)
• Series 7 (Inactive) & 66

Nicole joined the Spectrum team in early 2021. She comes with 5 years of experience at Capital Group Companies where she worked directly with financial advisors. She assisted them with selecting the appropriate retirement plan based on the individual client or a company plan, of any size. There she learned about the importance of financial customization due to every client having different goals, risk tolerance, and time horizon. These skills have helped Nicole seamlessly blend into our team and adapt to our holistic approach to your financial needs.

Nicole received her BA in Business Administration with an emphasis in International Business from Chapman University. She enjoyed her time at Chapman and has remained active with the Alumni Association.

As a native of Southern California, Nicole enjoys boating, running, and taking her lab to the beach as often as possible. She also loves spending time with her three young nephews and family.