Wealth Designed. Life Defined.

About Spense

Spense has a knack for making interpersonal connections with clients and educating them on the technology accessible to them to access their financial information, making him an excellent Client Relationship Associate. His attention to detail and willingness to help make him a true asset to our team.

A graduate of the University of Northern Iowa, Spense worked in the parks and recreation field for nearly two decades before joining the financial services industry. He holds a degree in Leisure, Youth and Human Services.

Originally from Whittemore, Iowa, Spense is the youngest of five children. Outside the office, he enjoys traveling to visit his many nieces and nephews. Spense also enjoys staying active with swimming, kayaking, hiking and being outdoors with his girlfriend and their dog, Georgia.

Favorite food:

Pepperoni pizza or chicken strips with BBQ

Best piece of financial advice received:

“File your taxes on time” – Dad

Favorite quote:

Life finds a way.

If I could meet anyone, past or present, it would be:

Bruce Hahn, Army, 25th INF, Vietnam, KIA, 5/6/70

Hidden talent:

Remembering random everything from that one time.

Favorite book:

“The Da Vinci Code”

Favorite movie:

“Jurassic Park”

Favorite TV show:

“Schitt’s Creek”

What motivates me:

Being able to assist people with my skill set, knowing I’ve made a difference and having a healthy work/life balance to spend time with my family and friends.

Favorite holiday:

Memorial Day

Something on my bucket list:

Go skydiving

Place I’d most like to visit:

Egypt and Australia

My biggest accomplishment:

Going back to college and getting my B.A. degree.

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