Spencer joined Wright Choice Financial Group in 2020 as a Paraplanner. He is an integral part of the finance team, working directly with our advisors. He is responsible for managing and gathering client data, direct modeling through financial planning software, preparing client deliverables, and other various administrative and support tasks involved in the financial planning process.
Outside of work, Spencer enjoys horseback riding, reading, traveling, and collecting vintage vinyl records. He has a Bachelor's Degree in History from Roger Williams University.