Robert Spencer, CPA

With over 25 years of financial services industry experience, Robert has a true passion for the business that translates into the tenacity and positive attitude on which his clients rely. Recognizing that finding the right solution is the most important ingredient in a client’s success, his strength is in his ability to understand their needs and deliver appropriate services to make a real difference.

Robert spent the previous ten years building his career in the investment industry. Working at a large regional bank, Robert led business process improvements for delivering the appropriate investment and retirement solutions to individuals and business clients. He also spent several years performing business valuation and integration activities. Robert has spoken at industry conferences on various topics related to customer relationship management. Prior to his financial services experience, Robert worked at a public accounting firm completing audit, review and compilation services as well as a variety of tax returns.

Robert earned his BS from Towson University. He is a licensed Life & Health Insurance Producer, Certified Public Accountant (CPA) and a Registered IRS Tax Preparer.

Lodestar Advisors, LLC presents an excellent opportunity to enable Robert to expand upon his extensive knowledge and experience to provide clients with a more holistic approach to meeting their financial needs.