Spencer Copley

Spencer Copley

Planning Assistant

Spencer is originally from the Baltimore Metro area, growing up in a small town called Sykesville. He recently earned his degree in finance and economics with an emphasis in financial planning from West Virginia University. During his time there, Spencer co-founded a peer financial coaching program aimed at helping college students navigate personal finance in their everyday lives. He was actively engaged in Delta Sigma Pi, his business fraternity, as well as participating in multiple studies abroad.

Spencer’s calling to financial planning stems from a desire to cultivate meaningful connections with people. He is eager to help clients realize and attain their financial objectives and aspirations. 

Outside of the office, Spencer is a seasoned traveler, having explored 14 countries to date. Additionally, he is an avid baseball enthusiast (Go Orioles!) and will happily talk baseball whenever possible.