You’ve grown successful by focusing on what you do well, be it analytical talents, an eye for savvy business ventures, or determination that can’t be beat.
Understanding those natural advantages (and realizing limitations) can often turn an “almost had it” misadventure into a runaway success.
Our team is no different
We acknowledge and celebrate the traits that make our firm – and the advisors within – a unique, premier financial services team. While every partner has experience in client relations, investment management, portfolio building, and retirement plans, we each focus on and bring something special to the table.
Spencer focuses on the coaching aspect of financial planning and investment management. He enjoys building a personal relationship with each of our clients, learning their unique goals and interests and assisting them in implementing a plan that will help them achieve financial independence. In addition, Spencer heads our research efforts in individual equities and industry sector trends. Spencer’s passion and inspiration for investing was instilled in him by his grandfather, who taught him to invest in companies that you believe in and use in your daily life.
Jim focuses on the technical aspects of financial planning and investment management, drawing upon his 25+ years in the corporate financial world. He strives to treat our clients’ lives as he would a real business, a concept we call “You, Inc.” In addition, he is responsible for asset allocation, preparing and delivering custom financial plans and performing due diligence on all investment recommendations and opportunities. As a Certified Financial PlannerTM professional, he follows a distinct six-step planning process with each client and adheres to a strict ethical code.
Spencer offers over 19 years of experience in the financial industry specializing in financial planning and investment management. Spencer has extensive knowledge of company retirement plans and executive benefits. He graduated from Clemson University with a Bachelor of Science Degree, holds a certificate of financial planning from the Florida Institute of Technology, and has earned the Accredited Investment Fiduciary® designation. Spencer current holds FINRA Series 7, 63, and 65 licenses, in addition to numerous insurance licenses.
In addition to his professional affiliations and credentials, Spencer stays actively involved in his community through many local civic organizations. He serves on the Board of Directors as Treasurer for the Baltimore Washington Medical Center Foundation. Spencer is also active with Maryland Hotel and Lodging Association, Severna Park Peloton, Nanci’s Gift and Mariners Church.
Originally from Birmingham, Michigan, Spencer now resides in Severna Park with his wife Rachel and their three children. When Spencer is not working he enjoys spending time with his family, cycling and watching his children play sports.
Jim graduated with a Bachelor of Science degree in accounting from St. Francis University and a Master of Business Administration in finance from George Mason University. With over 20 years of public accounting and corporate financial management experience and over 16 years as a financial planner, Jim holds FINRA Series 7, 24, 63, and 66 licenses, in addition to numerous insurance licenses.
Shar’s commitment to Financial Planning is evident in his passion for delivering high level personal service and customized client solutions. Shar helps individual clients and small business owners achieve their financial goals. Whether those goals involve investment management, insurance planning, retirement income, education funding, debt management or estate planning, Shar’s expertise as a CERTIFIED FINANCIAL PLANNERTM professional makes him uniquely qualified to help clients navigate all of life’s financial decisions.
Shar brings more than fifteen years of experience to Leading Edge Wealth Advisors. Prior to dedicating his full time to serving as a financial planner and subsequently joining Leading Edge Wealth Advisors, Shar spent nearly four years in public service, working to enforce and uphold the standards for the Certified Financial Planner Board of Standards (CFP Board), a non-profit organization headquartered in Washington D.C. that acts in the public interest by fostering the highest professional standards in personal financial planning.
Shar grew up in Annapolis and is a University of Maryland alumnus with a degree in Economics. Shar and his wife, Donna, returned to Annapolis a few years ago to raise their two young kids, Eilah and Donnie. Shar is actively involved in his local community, and loves to spend time in the great outdoors, regularly taking the family hiking, mountain biking or hitting the slopes in the winter.
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks. Kristin Boling joined Cambridge in 2017. In her current role, she assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Kristin has completed the Cambridge Client Service Excellence (CCSE) certification training and lives in Ottumwa, Iowa where she enjoys camping, fishing, and spending time with her family.
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks.
Check the background of investment professionals on FINRA’s BrokerCheck
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to fivestarprofessional.com.