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Team Members

Team Members

Rare Team Assembled for Excellence in Business & Personal Success

The M.R. Spencer Financial Services Team has been assembled by Michael Spencer to offer expert service to both business and individual clients. The team represents a vast experience in each of their respective fields and bring with them talent and resources that create a dynamic team. In today’s fast paced, ever changing world, you need advisers with experience and talent to guide you. The M.R. Spencer Financial Services Team does just that and provides a depth of service not found with out financial firms. This unique team has the ability to quickly assess and tackle complicated projects and devise unique solutions for optimum results.

The team meets weekly to coordinate on projects and learn from each other. Each team member is held to high ethical and confidentiality standards. All members are committed to serving clients with integrity and honest to produce the best outcomes for the clients.

For a general message or request info use this form:





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Use the drop down menu to select a team member individually to learn more about them or select from the links below:

Michael Spencer – President / Financial Advisor

Randy Trumbo – Financial Advisor

Rick Williams – Business Manager / General Manager

Matthew Anderton – Legal / Wills & Trust Attorney

Kelly Williams – Administrative Operations Manager

 

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