Our Team
Joseph H. Spano, Sr.
President and Cheif Executive Officer
Joe entered the Insurance and Financial Services Industry in 1983.
Mr. Spano is a Life Member of the Million Dollar Round Table. He has qualified for the prestigious award for 27 years, earning 17 "Court of the Table" qualifications. Mr. Spano is the only 4-time "Top of the Table" Million Dollar Round Table member in the State of West Virginia, the highest achievement in the financial services industry for production and ethics.
Joe has finished as the #1 top producing advisor for three different companies, namely CitiStreet (a Citigroup and State Street joint retirement conglomerate), MetLife, and AIG, out of over 265,000 advisors, and won numerous industry and company awards in his 42-year career.
Joe has published articles with Plan Sponsor and Barron's, and his vision for Mergers and Acquisitions has been used worldwide. Joe is the Author of the book "The Informed Fed." This book highlights every aspect of federal benefits available to Federal Employees.
Sarah E. Porter, MBA
Executive Vice President
Sarah entered the Financial world in 1996 as a Trust Officer at one of America's largest Bank holding companies, and She was awarded the Community Banker's Award. In 2001, Sarah joined the Financial Services Industry with Merrill Lynch & Company, quickly becoming one of the firm's leading Financial Advisors.
Sarah then joined Baird & Associates, one of the world's largest consulting firms, handling accounts such as Enterprise Rental, Smucker’s, and Form Swift.
In 2020, Sarah returned to her native West Virginia, joining The Spano Group in 2023 as the Executive Vice President. Sarah runs our consulting division and secures the most effective day to day operations of obtaining companies to provide Consulting services
Susan E. Smith,
Vice President of Marketing
Susan began her career as a high school teacher, teaching basic business and history. She was then named Vice-principal before moving on to the financial services industry as an agent with Prudential Insurance of America.
Susan was a fast starter, being named "Rookie of the Year" in her first year in the business. In 1997, she left Prudential to take a management position with Guardian Life, where she managed a staff of 34 agents. Susan specialized in Disability Insurance for high-net-worth clients. After retiring in 2019, Patriot was fortunate to gain her vast knowledge in the Insurance marketplace.
Terri R. Spano,
BSN, RN, CCDI Director of Government Contracting and bid/award management
Terri, after 38 years in nursing and hospital management, joined The Spano Group in 2023 with a wealth of knowledge in the medical field. She now brings the firm the detailed skills of managing our consulting team proposals and contacts, offering her nationwide bid assistance from the smallest City plans to the Entire Federal enterprise.
Terri, after graduating from Marshall University Magna Cum Laude, has one Son and 4 grand Children. She is the backbone of the firm.
Joseph H. Spano, Jr.
Attorney At Law - Institutional Consultant
Joey Spano is a husband and father of two boys, and two dogs. He is a managing partner at Pritt & Spano PLLC. Before starting the firm, he was a senior assistant prosecuting attorney in Kanawha County. Mr. Spano graduated from George Washington High School in Charleston, where he excelled in 3 sports, winning the HUFF award as the states best defensive football player. Mr Spano was Captian of the AAA All-State football team, and currently still holds the state record for tackles in a season. He then atteended Concord University in Athens, WV, and WVU Law School. At Concord, he was a captain of the football team and an all conference linebacker. When he's away from the office, Mr. Spano enjoys participating in all our beautiful state has to offer. In Charleston, he enjoys coaching youth sports, boating, and hiking. He also enjoys riding ATVs, fishing, hunting, and shooting while at his family farm in Ravenswood. Prior to founding Pritt and Spano, PLLC, Mr. Spano practiced with the Office of the Kanawha County Prosecuting Attorney for several years. He prosecuted criminals in numerous misdemeanor and felony trials. Mr. Spano worked in Magistrate Court trying over 100 misdemeanor bench trials, with many of those being DUI’s. Mr. Spano also represented the State for the first year of the Kanawha County Domestic Violence Pilot Court, where he prosecuted domestic violence and gained much experience in Kanawha County Family Court. Mr. Spano’s numerous years in Circuit Court
Joseph, is our onsite Attorney that supervises the RFP process and makes sure the bids are legal and within the laws of the State of West Virginia and subsequent states of issue.