As a former small business owner, Spencer was inspired to shift careers into the financial services industry by a former client in the financial industry. Today, the shoe is on the other foot, as Spencer hopes to inspire the many retirees and pre-retirees, he is honored serve.
Spencer is a Financial Advisor & Client Relationship Specialist who can offer both investment and insurance products and services. He is passionate about helping clients with investing and tax efficiency. Spencer provides advisory assistance and case planning. He enjoys any opportunity he gets to meet face-to-face with clients and discuss their financial goals.
Spencer was born and raised in West Bloomfield, Michigan. He enjoys getting to work out and experiencing all things outdoors. Some of his favorite activities include hunting and archery. Spencer’s ambition for learning and growth makes him a great fit for OLV.