SPENCER FUNK, FINANCIAL ADVISOR

Spencer Funk

Financial Advisor

Joining the Precision Wealth Strategies team in 2016, Spencer works closely with current clients to service and review their existing financial accounts. He then works to implement their accounts into the overall financial plan. In addition, Spencer manages Precision’s retirement plan department, where he works directly with employers and participants during all stages of the process, from the initial onboarding of new plans to servicing of existing plans

Prior to joining the Precision Wealth team, Spencer was a financial advisor at Edward Jones. Originally from Spokane, Washington, he relocated to St. Louis in 2011 as a Teach For America corps member, teaching in the St. Louis Public Schools for two years. He has a passion for helping others in their financial lives by combining his experiences in education and financial literacy. Graduating Magna Cum Laude from Washington State University with a Bachelor of Arts in Political Science and Philosophy in 2010, he continued on and graduated with a Master’s in Education from the University of Missouri - St. Louis in 2013. Spencer has passed the FINRA Series 7 securities exam, and currently holds his Series 66 license and a Missouri Insurance License in Life and Health.

In his free time, Spencer and his wife Liz enjoy exploring St. Louis and the surrounding region. They have a dachshund Harvey and two sugar gliders, Yuki and Izzy. His hobbies include woodworking, reading, and traveling both domestically and abroad.