Spencer works alongside our portfolio managers in serving our clients, evaluating investment opportunities, and addressing our regulatory and compliance responsibilities. Moreover, as a Certified Financial Planner™, Spencer assists clients in mapping out their financial “big picture,” addressing matters ranging from long-term goal-setting to retirement and estate planning. Spencer joined Roberts Glore full-time in 2018 after earning a B.A. in Finance (cum laude) from Lake Forest College and serving as our part-time intern. In addition to the Certified Financial Planner™ designation, he holds a FINRA Series 65 license. Spencer is an enthusiastic outdoorsman and the current chairman of the Lak