Team
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 stevie@spencerfinancialinc.com or call 816.792.8772.
Spencer Financial Team
As founder of Spencer Financial, Steve has worked extensively in the field of financial management since 1985.
Dusty Green is a Certified Wealth Strategist®. He holds Series 7 and 66 securities registrations. Dusty focuses on building long-lasting business relationships with his clients which are based on trust, confidence, and integrity.
Stevie Green, CFP ®, MBA, AIF®
President & Financial Advisor
Stevie and her husband, Dusty, are the owners of Spencer Financial, an independently managed firm, in Liberty, Missouri. She desires to help individuals, families, and businesses...
Miriam has served in an operational role at Spencer Financial since its inception in 1991. She has extensive experience in administration, education, and nonprofit leadership...
Josh joined Spencer Financial in 2019, after working at BankLiberty. While there he held a couple of positions, finishing as a Customer Connect Specialist in which he was handpicked for the newly developed department...
Jessica joined Spencer Financial in 2019 after working for Park University. While at Park, she held multiple positions with the University Advancement Office, most recently as the Director of Advancement Services and...
Austin joined Spencer Financial in 2021 after working at Amply Media. During his time at Amply, he started as a business analyst and completed his time there as Manager of User Acquisition...
Leah joined Spencer Financial in 2021. With over 15 years of experience, she has supported top-level executives at Hallmark Cards and DST, which is now SS&C Technologies. While at DST, Leah worked with client-facing teams...
Ben joined Spencer Financial in 2022, after spending nine years as a Portfolio Manager with Commerce Trust Company and seven years serving in Western Asia with Avant Ministries...
Jake joined Spencer Financial in 2022 after twelve years as a Doctor of Chiropractic in the Kansas City Northland. He is passionate about promoting health, whether physical or financial...
Lyndsey joined Spencer Financial in 2023. With over 12 years of business experience, she has supported leaders in the fields of real estate, law, and education, as well as managing her family's retail business. She is a former...
Cetera Financial Group Advanced Planning Team
Juliet Hendrickson
Senior Tax Attorney
Stanley Smiley
SVP | Tax Planning
Zarina Sullivan
Complex Financial Consultant