Howard Spielberg

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Howard Spielberg

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Senior Vice President, Senior Wealth Advisor

Scottsdale, AZ

Combines analytical expertise and motivation to make complex financial decisions clear and empower clients.

Office Locations Served

Scottsdale, AZ

Professional Summary

With over 20 years in financial services spanning leadership, coaching, and a diverse range of roles, he has a commitment to growth, resilience, and making a lasting impact on the families he serves by earning their trust, and guiding them confidently through major life moments. He believes that family, health, and money are the three pillars most people prioritize in life, and that all are deeply connected.

Previous Work Highlights

Spent over 20 years at Fidelity Investments, holding roles including Branch Leader – Biltmore, Regional Vice President – Managed Solutions, and Regional Brokerage Consultant. Earlier in his career, he worked at Charles Schwab as a Premier Trading Consultant and Active Trader Field Sales Consultant.

Personal Facts

Outside of work, he stays active and curious through tennis, skiing, and Brazilian Jiu Jitsu. He also enjoys spending time with his family, cheering on his daughters in sports, building Legos, playing word games, traveling, coaching, and exploring new restaurants together.

Education & Certifications

B.S., Economics, Arizona State University; M.B.A., University of Arizona—Eller School of Management

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Corrina Olson, CFP^®

Director, Senior Wealth Advisor

Professional Focus

Strives to spend time understanding each client’s unique financial situation. Leveraging her financial knowledge and passion for helping others, she is committed to helping clients reach their financial goals.

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David Daughtrey, CFA, CFP^®

Managing Director, Senior Wealth Advisor

Professional Focus

Uses his strong analytical skills to develop strategies to help clients solve estate and financial planning problems. He enjoys the challenge of analyzing complex planning situations to construct strategic financial plans.

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Erick Newton, CFP^®

Managing Director, Senior Wealth Advisor

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Drawing on his skills in project management, strategic planning, client relations, and 30 years of experience in financial services, Erik focuses on exceeding expectations and providing each of his clients with the care and consideration they value.

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Javi Jimenez, CFP^®

Senior Vice President, Senior Wealth Advisor

Professional Focus

Combining his financial knowledge with technological tools, Javi crafts unique plans for each client and serves as an integral part of his planning team with ongoing support and communication.

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Michael Karsa

Senior Managing Director, President, Midwest & Arizona

Professional Focus

Mike’s vision is to help his clients achieve peace of mind through trust, communication, and investment strategies that seek consistent, durable returns. He opened Lido’s Chicago office solo in September of 2015, and he has grown the team to over 20 advisors managing over $4 billion**. Mike was nationally ranked in Forbes’ 2025 Top Next-Gen Wealth Advisors as #1 in Chicago, Illinois and #10 nationally. He was also ranked #25 among all high net worth wealth advisors in Chicago, Illinois by Forbes in 2025.*

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Myra Alport, AFC^®

Vice President, Client Relationship Manager

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Howard Spielberg