Spencer Von Rueden: New Client Coordinator and Case Design Specialist
Spencer works closely with the advising team to perform in depth analysis on prospective client and client portfolios. Our team regularly evaluates the Six Pillar Retirement Plans that are established through the Empowered Solution, and Spencer collects and produces comprehensive reports for the advising team to evaluate with the client. Spencer also assists in preparing the Six Pillar Retirement Plans, collecting the illustrations and information needed and assisting with 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.