Orange County, California Office
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Spencer helps clients make confident, informed financial decisions. He guides families and professionals through retirement planning, investing, and major life milestones.
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Before joining EP Wealth, Spencer built his advisory practice at a national brokerage firm. He earned degrees in Finance, Entrepreneurship, and Business Management from the University of Arizona’s Eller College of Management. He holds the CFP®, AAMS®, and CRPC® designations.
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Spencer’s approach is structured, collaborative, and easy to follow. He simplifies complex choices and aligns portfolios with goals, time horizons, and taxes.
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Spencer enjoys running, golfing, and cheering for Arizona teams. He and his wife, Kaylee, enjoy exploring new places or relaxing at home with their dog, Toast.
Connect with Spencer
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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