Spectrum Advisors Team Profiles

Mike Reppert, CFP^®, CSA
Senior Partner, Wealth Manager

Mike is the Sr. Partner of Spectrum Advisors. He has built his practice on great relationships with great people over the last 28 years. Mike grew up in Dallas, went to Baylor and graduated with a BBA in Business. He always wanted to own his own business to help people with something of importance that would allow him to see them every year to maintain the relationships.

He started in the financial services business in 1982 and has been adding services and credentials ever since then. Mike is a CFP^® - Certified Financial Planner^™ and a CSA - Certified Senior Advisor. He has been featured in "Who's Who" several years, "D Magazine" a couple years including being "Best of the Best" in "D Magazine" in 2006 and has received many industry awards as well. Mike has successfully passed the Ethics Check System^™ with the National Ethics Bureau^™ (NEB). The NEB's annual seven-year background checks for membership-disqualifying criminal, civil, and business violations. For details, visit the website at: www.ethicscheck.com

Mike has been married to Amy for 27 years, and has 3 children – one married and one grandchild. He is a member of Bent Tree Bible Fellowship and is very active in his church and his community. He lives with purpose and wants his life to be used by God to impact others in significant ways.

Don Goerner,CFP^®, CSA
Managing Partner, Wealth Manager

Don works with successful individuals and small-business owners and assists them in creating, protecting and preserving their wealth. An engineer by degree, Don is analytical by nature and spent a number of years in corporate America, managing a business with revenues approximating $200M annually, before joining Spectrum.

Don has completed the rigorous training and examinations required to obtain the CERTIFIED FINANCIAL PLANNER^™ designation. This pre-eminent designation for the financial planning industry confirms competence in the areas of Financial and Estate Planning, Insurance, Investments, Retirement Planning and Income Taxation.

Don is the father of two children, Jeremy and Kaitlin, both graduates of the University of Texas at Austin. He has enjoyed serving in the north Dallas community. Don is a past President and Treasurer of his neighborhood homeowner’s association, an active participant in local politics and has been a member of Bent Tree Bible Fellowship in Carrollton for 17 years.

Don will help you "engineer" a comprehensive financial plan, utilizing a solid foundation and tailoring unique, interlocking elements to secure a sound financial future for your family or your business.

Toni Rabroker, CSA
Director of Operations

Toni has been in financial services for the past 21 years and has worked with Mike Reppert for the last 18 years. She has been involved in all facets of the financial planning industry, has an insurance license and is a Certified Senior Advisor. Toni’s tenacity and dependability combined with her caring nature have greatly contributed to the success and longevity of the firm.

Toni and her husband Steve live in Carrollton, Texas along with their Chihuahua - Trooper. They have three grown children, two married and two grandchildren. In addition to spending time with their family, Toni and her husband enjoy flying for Challenge Air, a non-profit organization that helps kids with all types of disabilities. Toni is a member of Bent Tree Bible Fellowship, enjoys cooking and music.

Robert D. Blair
Director of Investment

Robert is the Director of Investment and helps oversee the firm’s investment advisory function, which includes portfolio creation, investment manager due diligence, and ongoing portfolio management. Robert also serves a vital role in the firm’s Financial Planning process by helping our advisors guide their clients through our planning process.

Robert is a 1993 graduate of Texas Christian University with a BBA in Finance and was an All-Southwest Conference swimmer while at TCU. He has 7 years of experience in the Financial Services industry the last three serving in his current role. Robert and his wife Wendy live in Keller, Texas with their two children. Outside of the office Robert enjoys spending time with his family, coaching his kids sports teams, and is a triathlete.

Shelly Akerly
Project Assistant

Shelly holds an accounting degree from the University of Texas at Arlington. She previously worked at Mobil Oil and ARCO before staying home full-time to raise children. Shelly joined the Spectrum Advisors team in 2006. Her attention to detail and love of computer application technology make our office processes flow smoothly. Here at Spectrum Advisors, Shelly works with our data base, billing, compliance and marketing as well as assisting on any ‘project’ in the works. She works a part-time schedule while she keeps up with her active family.

Shelly is married to Bruce, an attorney, and mother to Sarah Grace, Grayson and Grant. She teaches high school girls bible study at Coppell Bible Fellowship and volunteers at Coppell High School.