As a Wealth Strategist, Spencer works alongside his clients to discover their goals and values to formulate a plan for their successful future. His clients value him for his dependable, conscientious approach and willingness to understand them on a personal level.
Fun Facts about Spencer:
- 2018 Sagium Office Olympics Pickle Ball champion
- Coaches his kids' baseball and hockey teams
- Enjoys meditation and yoga
- Grew up playing Crib
“Connecting wealth and happiness is why I am passionate about providing strategic financial counsel to my clients. The process of problem-solving with my clients in such a personal way is very fulfilling work.”