Vice President | Financial Advisor | Marketing Associate
Spencer Schmale is Vice President and a Financial Advisor at the Investment Consulting Group, and he is dedicated to providing his clients with personalized, goals-based wealth management planning and guidance for the many different facets of their financial life.
With nearly 10 years of financial services experience, wealth management planning stands as the cornerstone of Spencer’s comprehensive financial approach. He understands that a well- structured plan is essential for achieving long-term financial success. At the heart of his process is an innovative planning software called eMoney, which serves as a powerful centerpiece for his client-focused strategies. This cutting-edge technology enables Spencer to provide a holistic view of his clients’ financial affairs, seamlessly integrating various elements such as:
- Retirement Goal Setting, Planning, and various advanced scenario analysis
- Tax Efficiency
- Social Security Analysis
- Pension Analysis
- Cash Flow Management
- Risk Assessment
- Estate & Legacy Planning
- Sale or purchase of a business
By placing wealth management planning at the forefront of his approach Spencer Schmale empowers his clients to navigate the complexities of the financial landscape with confidence and clarity.
Prior to joining The Investment Consulting Group, Spencer worked at a U.S. Equities trading firm in Chicago and has previous experience at Morgan Stanley, Smith Barney, and Copper Run Capital. He holds a BA in Economics and Management from Ohio Wesleyan University. He also holds Series 7 and 66 registrations.
Away from the office, Spencer enjoys curling at the Detroit Curling Club and golfing. He also appreciates music of all types, loves cooking, and spends time learning about different languages and cultures around the world.