“It is impossible to be objective with your own financial planning goals and current situation. Sitting down with an advisor does not have to mean relinquishing control, it can be a step toward more control over your present and future.”
Simply put, Spencer loves to collaborate and solve problems. He enjoys meeting new clients and learning about them, and then works to help people with creative solutions. He also focuses on the mathematically correct solutions and works to blend them with the priorities and preferences of the client to create sound, personalized outcomes.
Spencer is from the Baltimore area, where most of his family still resides. Away from the office, he heads under water as a scuba diving enthusiast. He also camps and skis and loves to listen to live music.