Spencer Spillman specializes in working with our pre-retirement clients. His client centered approach starts with getting to know his clients personally. Through understanding what matters most to them, together he helps create a financial approach that reflects his clients' personality. He can then offer clients strategies that are built around their life priorities and the advice they need to help address fluctuations in the market and changes in their lives. 

Spencer lives in Mansfield and enjoys personal fitness, Cleveland sports, and time with his friends.