Spencer is a Kansas City, Missouri native and a Mizzou Tigers grad. He is a CFP® professional with a diverse background ranging from Commodities to Fixed Income trading. Spencer’s valuable expertise in markets, portfolio construction and planning allow him to best serve our clientele with unique needs.
Prior to joining Smith Anglin Financial, Spencer worked at Fisher Investments as an Investment Counselor, managing a large book of relationships, and before that at TD Ameritrade’s Fixed Income desk. His time at both firms was spent in strategic financial planning, relationship management as well as asset allocation and portfolio analysis.
Outside of his passion for finance and serving clients, Spencer likes to spend his free time outside, often running, and enjoys traveling as well. He enjoys living life minimally to allow him the freedom to travel and explore with his significant other, Bellah.