Spencer serves as one of Richard Habel’s assistants, where he focuses on delivering an exceptional client experience through strong organization and attention to detail. Under Richard’s mentorship, Spencer continues to deepen his industry knowledge and financial planning expertise to add meaningful value to both the practice and its clients.
Spencer graduated from the David Eccles School of Business at the University of Utah in 2024 with a Bachelor of Science in Business Administration. He holds the FINRA Series 7 and Series 66 licenses and has passed the Utah Health, Life, and Accident insurance exam. Prior to joining Investment Management Consultants in 2025, Spencer worked at Fidelity Investments as a Workplace Planning Consultant, helping clients navigate retirement planning and core financial concepts.
In his free time Spencer enjoys playing golf, spending time with family, and cheering on the University of Utah’s athletic teams.
