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Spencer Lewis

Spencer Lewis

Administrative Assistant

Before joining our financial planning team, Spencer worked in many different industries throughout high school and college. The finance industry has allowed Spencer to utilize all the skills learned through his various jobs to create a personal and welcoming client experience.

Spencer obtained his bachelor’s degree in general studies with an emphasis in sports and societal behavior from the University of Arizona. He is currently working toward his CFP designation as his experience grows within the practice and the industry.

Educational Background:

Bachelor of Science degree in General Studies, with an emphasis in Sports & Societal Behavior, University of Arizona