Spencer Schmale is a dedicated Financial Advisor and Vice President at the Investment Consulting Group, committed to providing personalized, goals-based wealth management services. With over a decade of experience in financial services, Spencer helps clients navigate the complexities of wealth management, ensuring their financial plans align with their long-term aspirations.
At the core of his approach is eMoney, an advanced financial planning software that integrates key financial elements into a cohesive, real-time strategy. He leverages a range of advanced financial planning tools to provide a holistic, data-driven approach to wealth management, integrating various aspects of his clients' financial lives. His expertise includes:
- Retirement Goal Setting & Advanced Scenario Analysis
- Retirement Income and Cash Flow Planning
- Estate & Legacy Planning
- Pension Analysis
- Social Security Analysis
- Risk Management
Before joining the Investment Consulting Group, Spencer worked at a U.S. Equities trading firm in Chicago and gained experience at Morgan Stanley Smith Barney, and Copper Run Capital. He holds a B.A. in Economics and Management from Ohio Wesleyan University and maintains Series 7 and 66 registrations.
Beyond finance, Spencer is an avid curler at the Detroit Curling Club, enjoys golfing in the summer, and has a passion for music, cooking, and exploring global languages and cultures.