Spencer and Susan are very knowledgeable while down to earth. Spencer truly takes the pressure off of investing, we always enjoy our meetings with him. I would reccomend any of my friends and family to see him for investment advice!
Spencer has always given me sound advice with all my crazy investment ideas. He has always done his research and given me the best options to choose from.
Very good at explaining what you are investing in and why. More than willing to go over what you want or what he recommends so you understand. Highly recommend.