Director, Wealth Management
Spencer is a Director and a member of the Business Development Team. Spencer meets directly with clients and prospective clients to review their financial planning needs and to communicate Polaris Wealth’s investment strategies.
Spencer has extensive experience in the financial industry. Prior to working at Polaris Wealth, Spencer worked at Fidelity Investments, Ameritrade, and TIAA. Spencer has a Bachelor of Arts degree from the University of Utah and a Master’s Degree from the University of Maryland. Spencer speaks Spanish and Persian. Spencer has taken great pride in successfully helping clients accomplish their long-term financial goals since 2011.
Spencer lives in Houston with his family. In his free time, Spence enjoys science, playing golf and spending time with his three children.