Spencer first became interested in financial literacy and the importance of financial planning in post-secondary. While studying business he realized the importance of understanding money regardless of industry or profession, being financially literate, and the power good financial planning can make over the long term.
In 2021, he finished his Bachelor of Business Administration specializing in finance and shortly after achieved his Certified Financial Planner designation, exempt market proficiency license, and insurance certification.
Spencer joined Drake Wellington in 2021 to provide a wider range of services to his individual, family, and corporate clients. Having personally experienced the powerful effects thorough insurance and estate planning can have, as well as the strain of disregarding it until it’s too late, he came to appreciate what a critical component it was of a strong financial plan.
Spencer functions as a Partner with Drake Wellington and a Private Wealth Advisor with Raintree Financial Solutions.
Personally, he enjoys tennis, biking, disc golf, spending time with his friends and family, and volunteering.