Spencer joined Avalon in May 2017 and works with business owners, corporate executives, physicians, and other high net worth individuals on various aspects of their financial plan. He enjoys thoughtfully creating solutions for clients with their cash flow planning, tax minimization, estate and wealth transfer, and investment selection. Spencer is also actively involved in Avalon’s investment due diligence process and sits in on our Investment Committee. Spencer is a graduate of Butler University with degrees in finance and economics. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through post-graduate training in investments, insurance, tax, retirement, and estate planning.

In his free time, he enjoys an active lifestyle of CrossFit and golf. He also enjoys traveling to new places with his wife Rebekah and spending time with their two Golden Retrievers, Rey and Leia.