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 2026 Top Women Wealth Advisor for Forbes - 9th in Missouri.* She also received the distinction of 2026 Forbes | SHOOK Best-In-State Wealth Advisors - 27th in Missouri.** Additionally, she was previously awarded by Forbes the honor of 2023 Top Next-Gen Wealth Advisors Best-In-State.***

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.

Listings in these publications and/or awards are not guarantees of future investment success. These recognitions should not be construed as endorsements 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 these third-party ratings or awards.

*Forbes America’s Top Women Wealth Advisors (2026): This 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.

**The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

***Forbes Top Next-Gen Wealth Advisors - Best-In-State (2023): The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria - mostly gained through telephone, virtual and in-person due diligence interviews - and quantitative data. Those advisors that 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.