Spencer is one of the firm’s wealth advisors and has always been interested in the financial services industry. He graduated with honors from Pacific Lutheran University with a degree in Business Administration with an emphasis in Finance. He started his career with the B3 Wealth Strategies team in 2012. After graduating in 2014, he transitioned to his wealth advisor role, in which he creates and reviews financial plans, implements financial planning recommendations, and reviews client portfolios and investments. Spencer is a CERTIFIED FINANCIAL PLANNER™ professional and received his designation in 2016.
In his role, Spencer enjoys working with clients to help them pursue their financial goals through the collaborative process that the firm implements. As he deepens his relationship with his clients and understands their goals more thoroughly, he works hard to find investments that align with what is important to them. He currently holds his FINRA Series 7 registration with LPL Financial, his Series 66 registration with LPL Financial and B3 Wealth Strategies and holds his state insurance license.
Spencer stays busy outside of the office by spending time with his wife, Amanda, and their daughter Lauren. Spencer enjoys including Lauren in many of the outdoor activities he loves doing, including hiking, boating and skiing. He also enjoys spending his weekends exploring new parks for Lauren to play at, as well as going for family walks with their golden retriever Oakley. While he likes to swing the golf clubs, you will probably find him pushing Lauren on the swings instead. He is also involved with multiple fundraising organizations in his community, including Medical Teams International and WIND.
Connect with me on LinkedIn