Spencer joined Soltis as a Senior Advisor in 2020 and primarily serves wealth management clients in the Arizona and Southern California market.  He is active in business development initiatives of the firm and often represents Soltis at various industry forums.

Prior to joining Soltis, Spencer was an advisor in the wealth management division of TIAA and Private Client Group of E*Trade Financial (now Morgan Stanley), where he provided advisory services to a select group of individuals in the academic, healthcare, and energy industries.  He also gained invaluable experience in a variety of service, research, and advisory roles at Fidelity Investments.

Spencer earned his BA in Political Science from the University of Utah, his MBA from Westminster University and is a Chartered Retirement Planning Counselor through the College of Financial Planning.

In his free time, Spencer enjoys travelling with his wife Beth, coaching his sons’ football teams, and supporting his daughters in ballet and the arts.  He also loves any opportunity to attend a live sporting event or concert.