Spencer joins us full-time as an Associate working with Todd Butler CFP® and Ross Kroll CFP®. In his role, he performs investment and financial analysis, services client relationships, and works directly with our broader operations, reporting, technology, and compliance departments.
Prior to joining our team full-time, Spencer interned at AdvicePeriod as a Summer Analyst, where he focused on proposal generation and Ultra-High-Net-Worth portfolio management.
He graduated from The University of Georgia where he received a Bachelor in Business Administration in Finance, a minor in Philosophy, and a certificate in Entrepreneurship. While attending UGA, Spencer participated in many investment and business societies. In his free time, Spencer pursues a wide range of interests, which include attending music and art festivals, playing tennis, and serving as an activist in the LQBTQ(IA+) community.