Chief Executive Officer & Wealth Advisor

Passionate about helping others be their best, Spencer has built his career on helping clients build more stable retirements.  He holds a Bachelor of Arts in Biblical Studies and a Master of Arts in Counseling from Cincinnati Christian University. This passion for helping others led him to Conservative Financial Solutions.

Spencer holds an Executive Certificate in Financial Planning from the Ohio State University and has completed extensive training and met rigorous ethical experience requirements in order to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation. He has also passed the series 7 and 65 securities exams and is a licensed insurance agent in Ohio, Indiana, and Kentucky. He is able to have the opportunity to advise clients on both investments and retirement income planning.  Spencer is delighted to work with clients and enjoys helping them plan the right track to pursue their ideal retirement lifestyles.

In his spare time, Spencer serves his community as a member of the local chamber of commerce board and rotary club.  He also enjoys playing music on his church’s worship team.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.