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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 Services, Steve has worked extensively in the field of financial management since 1985...

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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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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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Josh joined Spencer Financial Services in 2019, after eighteen months with BankLiberty. While there, he held two positions with the latter as a Customer Connect Specialist, in which he was handpicked for the newly developed department....

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Jessica joined Spencer Financial Services in 2019 after six years with Park University. While at Park, she held multiple positions within the University Advancement Office, most recently as the Director of Advancement Services and...

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Austin joined Spencer Financial Services in 2021 after two and a half years at Amply Media. During his time at Amply, Austin started as a business analyst and worked is way up to Manager of User Acquisition. Austin was involved with...

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Leah joined Spencer Financial Services in 2021. With over 15 years of experience, she has supported top level executives both at Hallmark Cards and DST, which is now SS&C Technologies. While at DST, Leah worked with client facing teams...

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Cetera Financial Group Advanced Planning Team

Juliet Hendrickson

Senior Tax Attorney

Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the...

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Stanley Smiley

SVP | Tax Planning

Stanley Smiley SVP | Tax Planning As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network...

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Zarina Sullivan

Complex Financial Consultant

Zarina Sullivan is a senior advanced planning consultant in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor...

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