Meet Spencer
Hi — I’m Spencer. I grew up in Milwaukee and now call Scottsdale home. As the owner of my financial advisory practice, I specialize in life insurance, financial planning, and retirement strategies. My approach is informed by a deep interest in neuroscience and human behavior: I study how people make decisions so I can remove friction, reduce anxiety, and make complex choices feel clear and manageable.
I don’t think of what I do as selling. I shape perspectives and give people internal permission to act with confidence to help them and their families. That means listening first, tailoring solutions to real goals, and helping clients see how a small step today protects long-term freedom tomorrow.
I’m 27, entrepreneurial, and huge on networking — I thrive on relationships and continual learning. If you want straightforward guidance grounded in human behavior and practical experience, let’s talk and design a plan that fits your life.
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What Our Clients Are Saying
"I've worked with other agents before, but Spencer actually listened. No pressure—just a clear strategy that made sense for me."— Michael R., Phoenix, AZ
"Spencer simplified everything. He broke down my annuity options in a way I could actually understand—and I'm already seeing results."— Frank T., St. Louis, MO
"This wasn't a sales pitch. It was a conversation. I felt like he was building something with me, not selling to me."— Alicia N., San Diego, CA