Personifying the phrase “starting at the bottom,” Spencer joined Statera in early 2013 as an intern while still a sophomore in college. During this experience, he began to discover his natural ability and interest in simplifying complex financial issues. Before graduating, Spencer’s proven talent for portfolio analysis, investment modeling and plan implementation earned him an associate position at Statera.
While attending Dixie State University as a full-time student and intern at Statera, Spencer also received an athletic scholarship to play goalkeeper on the men’s soccer team for three consecutive seasons. Spencer graduated from DSU with a bachelor’s degree in finance.
When not in the office, Spencer can be found enjoying the outdoor lifestyle that southern Utah uniquely provides with his girlfriend, Daven, and golden retriever, Dakota. He particularly enjoys mountain biking, sand volleyball, CrossFit, wake and snowboarding, fishing and soccer.
FINRA Series 66 (Uniform Combined State Law) | FINRA Series 7 (General Securities)
Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Advisory Services offered through BCJ Capital Management. Statera Wealth Management, World Equity Group, Inc. and BCJ Capital Management are independently owned and operated.
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GET TO KNOW SPENCER
Q. What are your hobbies?
A. CrossFit, Hunting, Wakeboarding, Snowboarding, playing guitar, and making memories
Q. What is one word that best describes you?
A. Committed- Whether it’s a snowboard jump, a business project, dance off, or relationship… I’m all in baby!
Q. If you could give a young person advise on success, what would you tell them?
A. Don’t listen to the naysayers. Your dream isn’t ridiculous, they just can’t think big enough. Stop being scared and just go for it, your gut will tell you where to go.
Q. What is your biggest pet peeve?
A. When people are closed off to new ideas.
What is your favorite book and why?
“Tools of the Titans”- Tim Ferriss (MIND BLOWN)
Q. Favorite weekend getaway?
A. The woods, to go hunt elk. When not hunting season- Cabo San Lucas
Q. Favorite Sport?
Q. Spender or saver?
A. Its spelled spencer actually, and I love to spend
Q. Early Bird or night owl?
A. I’m an early bird who stays up all night
Q. How do you hope to be remembered?
A. I hope I am remembered as someone who lead by example and enriched the lives of everyone I came to know.
Q. What is the best compliment you can receive?
A. When someone laughs at one of my stupid one liners (there are plenty of them)
If you had your own reality show, what would it be called and why?
Served – A reality show that showcases the crazy stuff that restaurant servers have to deal with!