Stevie Green, CFP®, AIF®, MBA

Stevie is a Certified Financial Planner™ and Accredited Investment Fiduciary®. She holds Series 7 and 66 securities registrations, and life, health, disability, and annuity producer licenses. Stevie desires to help individuals, families, and businesses through meaningful connections, financial planning, and wealth management. She has completed hundreds of financial plans and loves working one on one with clients as she focuses on building long-lasting relationships– getting to know their mission, vision, and purpose.

 Stevie officially joined Spencer Financial in 2015, but she has worked there alongside her dad, the founder of Spencer Financial, off and on over the years. Initially, she served her own clients, while aiding two other advisors. Stevie now serves as the President of Spencer Financial and feels blessed to be able to carry on her dad’s legacy.

Stevie is ranked as a 2023 Top Women Wealth Advisor for Forbes! She was ranked 13th in Missouri and the top woman advisor in the Kansas City, MO area.*** Additionally, she has been awarded by Forbes the honor of 2023 Top Next-Gen Wealth Advisors Best-In-State.** In 2020, Stevie was named one of the most successful mothers working in the financial advising industry by Working Mother and SHOOK Research.*

She enjoys being part of the community by participating in many organizations, as well as service opportunities. She is involved with her church, Liberty Hospital Foundation, and PEO. She supports several other organizations with her time. All these groups aim to provide the youth of Liberty, MO foundational financial and life skills.

Stevie is married to Dusty, and they have four children, Dalton, Cade, Braxton, and Abrey. She loves spending time with her family and friends as well as traveling.

*Working Mother and SHOOK Research’s Top Wealth Advisor Moms considers women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

***The Forbes America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

**The Top Next Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of four years' experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.