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 your financial goals. That is why we work as a team, to provide comprehensive, personalized services that meet your exact needs.
The Perfect Mix of Experience and Results
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 firstname.lastname@example.org or call 816.792.8772.
Spencer Financial Team
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...
Cetera Financial Group Advanced Planning Team