Spencer Mellace headshot

Spencer Mellace

CFP, CLU, TEP

Wealth Strategist, Partner

A hallmark of Spencer's practice is his ability to learn about each of his client's financial circumstances on a fundamental level.

Meet Spencer

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
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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.

Spencer Mellace

Spencer's Specialties

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