Spencer Von Rueden: Client Servicing Coordinator and Case Design Specialist

Spencer works directly with our clients after they have gone through the first stages of the Empowered Solution process. He processes all client servicing requests and ensures that they are completed in a timely manner by our team and advisors. Spencer also assists in collecting the illustrations and information needed to assist in creating the recommended plans. Spencer has his life and health insurance license, is studying for his Series 65 examination, and is also in the process of obtaining his CFP.