Experience & Expertise

Spencer is a Financial Associate in the firm’s Private Client Group. He works closely with other members of the Private Client Group to provide comprehensive financial planning and wealth management services for individuals and families. Before joining the Private Client Group, Spencer worked as an Intern with the firm.

Get Better Acquainted With Spencer

Favorite Thing About Working With Clients

“I’m incredibly passionate about forming and cultivating genuine lasting relationships with clients, so that I am able to better understand what they truly value when helping them navigate some of their most important life decisions.”

My Philosophy On Client Service

“Meet each client where they are. With so much valuable information and expertise at our disposal, it is easy to overlook the client’s perspective and level of understanding. As a result, empathy is crucial for effectively helping clients achieve their personalized goals and secure their financial futures.”