Spencer is a Financial Advisor for PWA. He was a case manager at Lincoln Financial Group for almost six years before joining Beacon Financial Partners in 2012. Spencer brings a fresh new perspective to wealth advising, allowing him to think on his feet and come up with creative solutions to client’s unique problems.
Spencer loves working with tech-nerds and the doctors at the Cleveland Clinic, doing in-depth investment research and financial planning, as well as diving into the new technologies coming available in order to bring the best client experience to PWA.
Spencer owns the most adorable pitbull, Willie, which makes him doubly useful to our firm. He is a proud graduate of Cleveland State University and the University of North Texas.
Advisory Services offered through Beacon Financial Advisory, LLC, Registered Investment Advisers.
Beacon Financial Partners, Pistone Wealth Advisors and the above firms are independent and non-affiliated