Financial Planner | Investment Strategist | Client-Focused Partner

Spencer Phillips, CIMA®, brings over a decade of experience in the financial industry, combining deep investment knowledge with a passion for meaningful client relationships. He began his career in 2013 as a wholesaler representing respected asset management firms—working with financial advisors to deliver investment solutions and education at leading companies such as American Century Investments, Ivy Funds, and Waddell & Reed. In these roles, Spencer collaborated with advisors across the Midwest, helping them navigate complex markets and develop strategies tailored to their clients’ unique needs.

Driven to make a more direct impact, Spencer shifted his focus in 2021 from supporting advisors to working one-on-one with clients, applying his insights to help individuals and families build financial confidence and security. As a holder of the Series 7, Series 63, and Series 65 licenses, he provides personalized strategies in portfolio design, retirement planning, and wealth management.

Clients appreciate Spencer’s ability to distill complex investment concepts into actionable guidance, and his dedication to building lasting, trust-based relationships. He is committed to aligning financial plans with each client’s vision and values.

Based in Kansas City, Missouri, Spencer enjoys life with his fiancé and two sons. Whether helping clients or spending time with family, Spencer approaches every day with integrity and a focus on empowering those around him to reach new milestones.