Jordan Spencer (CFP®)

Jordan Spencer focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Insurance Related Issues

Planning Specialties

We specialize in the needs of corporate counsels and in-house attorneys. We are located in the Oklahoma City Metro, and connect with all our clients virtually, nationwide.

NAPFA Start Date

December 14, 2022


This Office

6608 N. Western Ave Suite 1235 Oklahoma City, OK 73116 Phone: (405) 585-7393