As a founding member of Leading Edge Wealth Advisors, Spencer specializes in providing clients with expert retirement planning and wealth management advice. He brings more than twenty years of experience and a unique passion for financial services to the group, becoming interested in investing at a young age because his parents stressed the importance of saving.
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 designed to 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.
Spencer is a graduate of Clemson University and received a Certificate of Financial Planning from the Florida Institute of Technology in 2001. In addition, he has earned the Accredited Investment Fiduciary® designation.
Being active in many local civic organizations, Spencer is currently serving on the Foundation Board of the Baltimore-Washington Medical Center and the Clemson University Mid-Atlantic Chapter.
Originally from Birmingham, Michigan, Spencer is now a cycling and golf enthusiast living in Millersville, MD., with his wife Rachel and their three children — Jackson, Lauren, and Cameron.
In a fiduciary relationship, we provide advice that is based in the trust that our clients put in us as their financial stewards, providing confidence in the management of their money. This requires that we, as the fiduciary, act at all times for the sole benefit and interest of our clients.
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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.