CALIFORNIA CONSUMER - Key Persons
Eric Spoltman is a skilled Senior Financial Analyst with a passion for helping clients achieve their financial goals. He is a licensed Life and Health & Series 7 professional and has spent years honing his strong belief in the financial planning process, investment strategies, and risk management. Eric takes pride in staying up-to-date on the latest market trends and economic developments, and is always looking for new and innovative ways to help our clients succeed.
Outside of his work, Eric is a dedicated family man who cherishes spending time with his wife and two young children. He is committed to balancing his professional pursuits with his personal life and strives to be the best father and husband he can be. Eric is excited to take on the challenges and opportunities of his role as a Senior Financial Analyst and is eager to make a positive impact on the lives of our clients and their families.
Job Titles:
- Senior Client Care Coordinator
Rebecca Bell is an accomplished professional with over a decade of experience in the financial industry. She embarked on her career journey immediately after college in 2010, joining MetLife as a Financial Analyst. During her tenure there, she specialized in guiding clients through intricate life insurance solutions and the underwriting process, demonstrating her commitment to ensuring clients' financial security.
In pursuit of broader expertise, Rebecca transitioned to Nationwide Retirement as a registered representative, where she spent ten years dedicated to managing large group retirement plans across both the public and private sectors. Her exceptional acumen in navigating the complexities of retirement planning underscored her reputation as a trusted financial professional, fostering lasting relationships with clients.
In 2021, Rebecca embraced a new role as a Client Care Coordinator at CL&A. This position allowed her to leverage her extensive knowledge to help clients realize their retirement objectives seamlessly. Holding Series 6 and Ohio Life & Health licenses, in addition to her status as a notary, she consistently strives for professional growth and is actively pursuing her Series 7 license.
Born and raised in Columbus, Ohio, Rebecca's local roots run deep. Her dedication to her community extends beyond her professional pursuits. Alongside her husband, she is an integral part of their local church, where she serves as a worship leader while her husband directs the worship activities. Together, they participate enthusiastically in outreach programs that benefit the Columbus community, often taking part in charitable 5K races. As avid supporters of local culture, they relish exploring Columbus' vibrant culinary scene, attending festivals, and enjoying live concerts.
Rebecca's devotion to her family is paramount. She and her husband have celebrated a decade of marriage and are blessed with two young daughters. Their shared passion for sports shines through as they actively attend local sports games, particularly those of the beloved Buckeyes. Through her multifaceted engagements, Rebecca exemplifies a well-rounded and dedicated professional who approaches both her career and community involvement with unwavering enthusiasm.
Rebecca Bell's passion for her role at CL&A is undeniable. With a steadfast commitment to our clients' financial success, she eagerly anticipates the opportunity to help you achieve your financial aspirations.
Victoria Phillips is a highly motivated and enthusiastic professional who is committed to our clients' financial well-being. She is a licensed Life and Health agent and is actively pursuing her Series 6 license to further enhance her knowledge and expertise. When she's not working, Victoria enjoys going to yoga classes to stay active. She is also passionate about volunteering for community projects and supporting local and upcoming artists in her spare time. With a warm and welcoming personality, Victoria is dedicated to providing our clients with the highest level of service and is committed to helping them achieve their financial goals.