Our Team

Jennifer K. Hicks

Owner, CFP®, CWS®, AIF®

719-590-4110

888-344-6638

Sadie Boone

Client Service Coordinator, Registered Administrative Assistant

719-590-4110

888-344-6638

sadie@purposeplanning.com

Stevie Green

CFP®, President & Financial Advisor at Spencer Financial

719-590-4110

888-344-6638

stevie@spencerfinancialinc.com

Dusty Green

CWS®, CEO & Financial Advisor of Spencer Financial

719-590-4110

Dusty@SpencerFinancialinc.com

Colby Cypriano Barnett

Compliance Director

225-612-3820

Beth Essendrop

Operations and Marketing Coordinator, Registered Administrative Assistant

719-590-4110

888-344-6638

bethany@purposeplanning.com

Stan Smiley

Senior Vice President, Advanced Planning Group

719-590-4110

Jake Wyllie

Financial Advisor, Spencer Financial

816-792-8772

Jake@SpencerFinancialinc.com

Jessica Greason

Director of Operations, Spencer Financial

719-590-4110

888-344-6638

jessica@spencerfinancialinc.com

Miriam Spencer

Client Services Manager, Spencer Financial

719-590-4110

888-344-6638

miriam@spencerfinancialinc.com