About Us

How money works has been a passion of Michael Spencer’s since starting his first job at age 14. It is also what drove him to obtain a bachelor’s degree in finance after serving our country in the U.S Marines for four years. To help serve clients more effectively, he also become a CERTIFIED FINANCIAL PLANNER™

The U.S Marines forged in him a desire to serve which continues today. Michael currently mentors boys in fatherless homes and does financial mentoring with his wife at their local church. 

When you hire us, you are hiring lifelong learners and individuals who practice what they teach.  This philosophy has been ingrained in Michael as a boy through his father’s guidance with the phrase “saying and doing are two different things.”