Spencer brings over 23 years of experience in the financial services industry, dedicated to identifying personalized opportunities for his clients. He provides professional advice to individuals, families, and business owners, helping them plan for their future goals and retirement.
He holds a B.A. in Finance from the University of Northern Colorado (2003) and is a Certified Plan Fiduciary Advisor (CPFA), equipping him with the knowledge and skills to guide clients toward financial success.
A Colorado native, Spencer lives with his wife and their four children, all of whom enjoy the state's outdoor adventures. They love to travel and have explored nearly every state in the U.S. In addition to his professional commitments, Spender stays active in the community by coaching youth sports and volunteering with various non-profit organizations.