Our team is a multi-generational, father daughter practice. We each bring different perspectives, experiences and expertise that allows us the ability to connect and relate with all clients, no matter their background.
Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.
Brad Spencer, CPWA®
Financial Advisor
Graduated Gustavus Adolphus College (St. Peter, MN) 1982 BS Psychology, BA Business Admin, Minors in Computers and Accounting. Financial Advisor since December 1986 (Dain Bosworth Inc which was acquired by RBC in 1999. Pheasant Hunting...
Jordan Spencer
Client Specialist
Graduate South Dakota State University (Brookings) May 2024 - BS Business Economics with Minors in Psychology, Accounting and Financial Counseling.Owns a 25 lb Aussie-doodle named Kona. Enjoys snowboarding, fishing, lake days, and...