Experience

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  Planned investment company

  Jan 2003 - Sept 2007

  Registered representative
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  Wells fargo advisors financial network

  Sept 2007 - Dec 2014

  Financial Advisor providing solutions for those individuals planning for retirement or long-term goals, to business owners providing retirement plans, and to those needing to be educated in financial areas of life including information on annuities, strategies for tax-efficient investing, objectives of long-term care insurance, types of life insurance and when to start planning for your next stage of life.

  • Financial Advisor

    Sept 2007 - Dec 2014

  • Financial Advisor

    Sept 2007 - Dec 2014
• 

  Thurston springer miller herd & titak, inc.

  Jan 2015 - Dec 2015

  Financial advisor

  Financial Advisor providing solutions for those individuals planning for retirement or long-term goals, to business owners providing retirement plans, and to those needing to be educated in financial areas of life including information on annuities, strategies for tax-efficient investing, objectives of long-term care insurance, types of life insurance and when to start planning for your next stage of life.

• 

  Spencer financial strategies

  Jan 2016 - now

  President

  Financial Advisor and Registered Investment Advisor offering planning solutions for all stages of life including retirement planning, education planning, annuities, tax-efficient investing, long-term care, life insurance. I simplify the financial part of life so that you can dream . . . plan . . . and enjoy your life!Registered Representative Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Spencer Financial Strategies are not affiliated. Show less