CFP®, President & Financial Advisor at Spencer Financial
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 providing assistance to two other advisors. She now serves as the President of Spencer Financial and has expanded the business by hiring 4 new team members and providing support to Purpose Planning. She has written hundreds of financial plans and loves working one on one with clients.
She has a Master of Business Administration, holds the Accredited Investment Fiduciary designation as well as the series 7 FINRA registration. In 2020, Stevie was name Top Wealth Advisor Mom by Working Mother and SHOOK Research. She was one of only seven women in Missouri to receive the award.
Stevie enjoys being a part of the community by participating in many organizations, as well as service opportunities. She is involved with her church, Liberty Hospital Foundation, and PEO. She supports several other organizations with her time. All of these groups aim to provide the youth of Liberty, MO foundational financial and life skills.
Stevie is married to Dusty, and they have four children: Dalton, Caden, Braxton, and Abrianna. She loves spending time with her family and friends as well as traveling.