Spencer Funk

Client Associate / Advisor

Spencer joined the Precision Wealth Strategies team as an advisor in 2016. He works closely with clients in servicing and reviewing their existing accounts to ensure they align with the overall financial objectives. In addition, Spencer manages the participant experience for Precision’s employer-sponsored retirement plans, where he works directly with participants in the implementation of their retirement plans during all stages of the process, from the initial onboarding of new plans to servicing of existing plans.

Prior to joining the Precision 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. Drawing on his background in education and financial literacy, Spencer enjoys breaking down complex financial concepts into plain language, empowering clients to make informed decisions with confidence. 

Spencer graduated Magna Cum Laude from Washington State University with a Bachelor of Arts in Political Science and Philosophy in 2010, then earned his 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.

Outside of work, Spencer and his wife Liz enjoy exploring St. Louis and the surrounding region. They have two dachshunds, Harvey and Lincoln (Link) as well as two sugar gliders, Yuki and Mochi. His hobbies and interests include woodworking, reading, golf, pickleball, board games, and travel.