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 and achieve 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 [email protected] 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...
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...
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...
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...