About Us

Alex Spencer has over 20 years’ experience in the insurance and financial services industry. He has served as a financial advisor, sales manager, national sales manager, and wholesaler, working exclusively in the bank and credit union channel.

Having partnered with hundreds of financial advisors over his career, Alex has the in-depth knowledge of what the most successful advisors in banks and credit unions do to be successful. He takes special pride in helping others build their business and achieve success.

He holds a Bachelor of Arts degree from the University of Texas in Austin and the following licenses: Series 7, 24, 63, 65 and Texas Life & Health. He is a Chartered Retirement Planning Counselor (CRPC®) and Certified Social Security Claiming Strategist (CSSCS®).