Christopher M. Stock, AIF®

Partner | Senior Wealth Advisor

Michael J. Spangler, CPA
Senior Finance and Systems Analyst

Analyzing data and working together as a team.

For Mike Spangler, his role in managing Domani Wealth’s systems is a healthy mix of collaborating with coworkers and spending time compiling and analyzing large quantities of data in the various systems used at Domani Wealth.

He first took an accounting class in high school and was so engaged he knew he wanted to work in a similar industry with a focus on numbers.

“I enjoy getting to dig into the details of different tasks and projects,” he says. “I look at those items as puzzles that need to be solved.”

Mike is known as an easygoing coworker, but able to manage minute details. As a CPA, his responsibilities include generating firm and client reports, managing the client billing process, and running system audits to confirm data is accurate. Mike has a keen and natural analytical ability to find data that may require adjustments or be missing some details. On a daily basis, he helps to ensure that all investment-related information and classifications are correct and reflect each client portfolio accurately. He must monitor stock splits, mergers, dividends, and other similar information to keep our data and financial systems up to date as he works with our Investment Strategy Group.

Mike is also a member of Domani Wealth’s tax support team and coordinates tax information directly with the CPAs and tax firms with which our clients use. He also manages data security for our clients and access to information on our client portal.

Mike resonates with all of Domani Wealth’s core values, he says. “I think they are all equally important: accountability, curiosity, integrity, discretion, teamwork, and positivity. If you take away any one of them, we are not able to serve our clients to our full ability.”

Being friendly and willing to work together is a key part of the firm’s culture, he says.

If he had a day to himself, he would play golf and spend time with his wife. He’s an avid bowler and has been bowling since the age of six – earning 40 perfect games in that time.

 

Professional Accreditations & Education 
  • Certified Public Accountant
  • BS Accounting, York College of Pennsylvania

 

Professional Memberships 
  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
Mike Spangler

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