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Team

The Perfect Mix of Experience and Results

Spencer Financial Services is committed to providing top tier financial services to each and every client, through each stage of life. We are able to accomplish this goal due to our extraordinary team. In today’s complex financial world, it is rare for one person to be knowledgeable in all the different products, services, and strategies that can help you pursue and achieve your financial goals. That is why we work as a team, to provide comprehensive, personalized services that meet your exact needs.

Below, you will find links to information on each of our team members. If you have questions or would like more information about our firm, please email us at stevie@spencerfinancialinc.com or call 816.792.8772.

 
Steve is President and Founder of Spencer Financial Services and has worked extensively in the field of financial management since 1985. His industry educational designations include the Chartered Retirement Plans Specialist, Chartered...

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Dusty joined Spencer Financial Services in 2014, after seven years with the Federal Reserve Bank of Kansas City. He was promoted into the Management Development Program with his final position as an Assistant Manager. He received his...

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Stevie joined Spencer Financial Services in 2015 after nine years with B. E. Smith, Inc. While there, she held multiple positions across the company, the most recent being Vice President. Stevie was intimately involved with database...

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Carl has worked extensively in the field of tax and financial management for nearly 40 years. His industry educational designations include Certified Public Accountant and Certified Financial Planner. He recently earned the Chartered...

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Miriam has served in an operational role at Spencer Financial’s since inception. Miriam has extensive experience in administration, education, and nonprofit leadership. Her experience with executives and managers of nonprofits and...

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Marsha joined the firm in 2014. From her prior employment, she brings an extensive background in client and staff support, training, and procedural implementation. Marsha graduated in 2009 with her Bachelor’s Degree in Art from Park...

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