Broker Check

Our Team

Jennifer K. Hicks

Owner, CFP®, CWS®, AIF®

719-590-4110

888-344-6638

Jennifer is a Certified Financial Planner™ and a Certified Wealth Strategist®(CWS) with a Masters of Accountancy. She is currently an Investment Adviser Representative and a Registered Representative of Cetera Advisors, LLC.

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Sadie Boone

Client Service Coordinator

719-590-4110

619-798-4319

sadie@purposeplanning.com

Sadie is a Colorado native and has returned after being gone for almost 30 years to be near family and to enjoy the beautiful Colorado outdoors. She has a BA in Psychology from CU Boulder and 23 years experience as a client service...

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Stevie Green

President & Financial Advisor at Spencer Financial

816.792.8772

stevie@spencerfinancialinc.com

Stevie officially joined Spencer Financial Services in 2015 but she has worked there alongside her dad, the founder of Spencer Financial, off and on over the years as she received her education. Initially, she served her own clients while 

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Dusty Green

CEO & Financial Advisor of Spencer Financial

816.792.8772

Dusty@SpencerFinancialinc.com

Dusty joined Spencer Financial Services in 2014, after seven years with the Federal Reserve Bank of Kansas City. Initially, he served as a portfolio analyst. He went on to become an advisor himself, serving his own clients while 

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Colby Cypriano

Compliance Director

225-612-3820

As the Compliance Director and OSJ Delegate for Horizon Financial Group, Colby handles all supervision duties on behalf of Horizon Financial Group, interacting with Advisors and their staff as well as conferring and consulting with...

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Bethany Essendrop

Operations and Marketing Coordinator, Registered Administrative Assistant

719-590-4110

888-344-6638

bethany@purposeplanning.com

Bethany is a Registered Administrative Representative. She holds the Series 6 and 63 FINRA registrations. She graduated from Colorado State University- Pueblo in 2006 with a Bachelor of Science in mass communications and an emphasis in...

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Stan Smiley

Senior Vice President, Advanced Planning Group

As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms...

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Juliet Hendrickson

Senior Attorney, Advanced Planning Group

Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the...

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