Investment Assistant
    Team Member since 2023


    Spencer craves understanding for intention and structure. He thrives on agreement and harmony, but also measures progress from the performance of his peers. He works hard and has a desire to continuously learn. Spencer was born and raised in Coleman, MI before attending Saginaw Valley State University where he received a Bachelor of Business Administration in Finance at Scott L. Carmona College of Business. While attending SVSU, he was involved in Finance Club, became certified in Bloomberg Market Concepts, and made the SVSU President’s List. While in school, he was also able to obtain his SIE, Series 7, and Series 66 FINRA securities licenses.

    What do you enjoy doing in your personal time?

    I enjoy exercising, playing golf, watching sports, and spending time with friends and family.

    What’s your favorite quote?

    “Every strike brings me closer to the next home run” -Babe Ruth

    What are your top three bucket list items?

    1. Hit a hole-in-one.
    2. Ski in Colorado.
    3. Travel to Italy.