Your Trusted Partner
As a fiduciary, we are legally and ethically bound to act in your best interest. Your accounts are maintained at Charles Schwab & Co., Inc., a trusted and qualified custodian. SFS remains fully independent and is not affiliated with Schwab.
We're not here to sell products—we’re here to build relationships. To listen. To advise. And to help you move forward with clarity and confidence.
Debbie Spencer, CRPC©
President, Investment Advisor
dspencer@spencerfinancialstrategies.com
Debbie has worked with individuals and businesses in multiple states for more than 25 years and is fully licensed to offer investments, annuities, life insurance and long-term care insurance. She holds the Chartered Retirement Planning...
Dylan S. Taylor
Chief Operating Officer, Investment Advisor
dtaylor@spencerfinancialstrategies.com