Zack Spencer, MBA

Zack specializes in the design, implementation, and management of employer-sponsored retirement plans. With over 12 years of experience in the financial services industry, his passion lies in helping businesses and their employees potentially maximize the benefits of their retirement programs.

“As a Qualified Plan Specialist, I stay informed on the latest industry trends and best practices by learning from my colleagues, peers, and clients,” says Zack. “My commitment is to add value at every step and ensure that your retirement plan works effectively for you and your employees.”

Zack previously worked at LPL Financial for ten years, then was a Regional Vice President at OneAmerica until March of 2023, then rejoined LPL Financial for about 18 months. He completed his undergraduate degree at California Lutheran University (CLU) in 2004, then got his MBA in Financial Planning from CLU in 2010. He also played D-III baseball for CLU! He currently holds Series 7, 63 with LPL Financial, Life & Health licenses, as well as a QPFC designation.

Outside of work, Zack is a big-time baseball card collector. He also enjoys watching baseball, football and softball. He and his wife, Alyson, have been married since 2009, and they have two children.