What's OUR Purpose?
We have a passion for serving women at all stages of life, military personnel and their families (both active duty and retired), and giving back to our community.
- Working with Women
Women are one of the most underserved people groups when it comes to long term financial planning. They have unique needs and perspectives and no one understands this better than other women.
- Working with Military Clients
Whether you are currently serving, thinking of leaving the service, or have been retired for many years, Military Benefit Coordination can be confusing and time consuming. However, it's imperative that as a service member you take full advantage of every benefit offered to you and your loved ones.
- Community Involvement
Investing in our community is one of our top priorities. We do that through a variety of organizations such as the Broadmoor Rotary, Colorado Springs Military Affairs Council, Chamber of Commerce, Mountain Post Santa's Workshop and Angels of America's Fallen.
Stevie Green
CFP®, President & Financial Advisor at Spencer Financial
Dusty Green
CWS®, CEO & Financial Advisor of Spencer Financial
Sadie Boone
Client Service Coordinator, Registered Administrative Assistant
Jessica Greason
Director of Operations, Spencer Financial
Why Medicare Should Be Part of Your Retirement Strategy
Password Protection Strategies
The Investment Risk No One’s Ever Heard Of
