Rick is a highly respected Financial Planner. He and his team are proud to be recognized by our community and industry as perennial top performers. Through hard work and dedication to the practice and to clients, Rick has performed in the top 1% and top 3% of the IG national consultant network every year since 1993.
In 2015, 2016 & 2018 he earned the highest attainable award from IG, the President's Elite ranking.
With managed assets in the top 5% of the national consultant network, in 2016, Spence & Associates met the elite set of criteria to be included in an exclusive division of IG called Private Wealth Management (PWM). This division allows our practice to have access to the highest level and specialized planning tools to meet the needs of high net worth clients.
Rick is frequently asked to speak and share his business insights with his peers. He has spoken in many offices across the country and at numerous nationwide conferences. He was also featured in a corporate video mentor series. In our own region office, Rick is a well respected mentor and leader. He continues to set high standards for his peers to aspire to.