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Spencer W
CFP®, Series 65
Tyro, VA
OLIO Financial Planning
Spencer Werres is a CFP® with six years of industry experience, currently serving at OLIO Financial Planning. His prior experience includes roles at Edward Jones and Silver Creek Orchards, as well as time at Virginia Tech. OLIO Financial Planning manages approximately $600 million across several hundred client relationships, serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a buy-and-hold, core-and-satellite investment approach incorporating fundamental, technical, charting, and cyclical analysis, and offers financial planning through broad-based or modular engagements.
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