As a Certified Financial Planner™ professional, Spencer has found a profession that combines his passion for finance with his desire to help people. His clients appreciate that he is always looking out for their best interests, working behind the scenes to keep everything on track. “I naturally found the world of finance intriguing, and I love working with people. For me, this is the best of both worlds,” he says.
He specializes in creating tax-efficient, customized investment strategies that align with each client’s unique goals. While he and the team partner with a full spectrum of clients, they have experience working with many C-suite executives, retirees and foundations. When complex tax, estate or investment situations enter the picture, the team works in concert with other professional advisors to create a comprehensive plan.
Spencer joined the family team at The Knickerbocker Group of Raymond James in 2019. Before that, he served as an advisor consultant for Lord Abbett. He earned a bachelor’s degree in finance from Miami University in Oxford, Ohio. He has obtained Series 7 and 66 securities licenses and the CFP® certification. Spencer is currently a Level III CFA candidate.
Originally from Northville, Michigan, he lives in downtown Plymouth. He enjoys wake surfing in the summer, snowboarding in the winter and traveling throughout the year to new places. He’s also been known to enjoy a good book.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.