Our Team | Excel Financial

Our Team

We Are Here for You

Jim Loquai CFP®, CRPS®

Partner

John Loquai CFP®, CRPC®

Partner

Brent Urbach CRPC®

Partner

Mike Spangler CRPC®, AIF®, PMP®

Partner

Collin Baska CRPC® SHRM-SCP®

Bev Spangler

Alicia Loquai CRPC®

Nicole Carter CRPC®

Lauren Weniger CRPC®

Jim Loquai CRPS, AIF, CFP | Managing Partner | Excel Financial

Jim Long CPA

Senior Associate

John P Moran CPA/ABV

Senior Associate, Accredited Business Valuator, CVA-Certified Valuation Analyst, CMA-Certified Management Accountant

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