Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ Email & Phone Number

Santa Clara, California, Us

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, as recognized by Barron’s,1 with 150+ offices across the country and entrusted by 1.3 million clients to manage more than $289 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit www.EdelmanFinancialEngines.com© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.

Sunnyvale, Ca, Us

Financial Engines is America’s largest independent registered investment advisor (RIA) with over $169B under management. We help people achieve greater financial clarity by providing comprehensive, goals- based financial planning and professional investment management and advice. Headquartered in Sunnyvale, CA, Financial Engines was co-founded in 1996 by Nobel Prize-winning economist William F. Sharpe. We currently offer financial help to more than nine million people across over 750 companies (including 146 of the Fortune 500). Our unique approach, combined with powerful online services, dedicated advisors and personal attention, promotes greater financial wellness and helps more Americans to meet their financial goals. Our investment advisors develop personalized investment plans based on each person’s unique situation and financial goals. Plus, they accept no incentives, commissions or benefits from fund companies, so the advice is always objective. As an SEC Registered Investment Advisor, our advisors are held to the fiduciary standard. The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.(Financial Engines has merged with Edelman Financial Services. The new combined organization is Edelman Financial Engines)https://www.edelmanfinancialengines.com/

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system of fee-only RIA firms includes more than 130+ company and franchise locations across the U.S. and collectively manages more than $10 billion in assets for more than 37,000 clients. The Mutual Fund Store® provides independent, fee-only, comprehensive, financial planning and investment management services. Our investment advisors develop personalized investment plans based on each person’s unique situation and financial goals. Plus, they accept no incentives, commissions or benefits from fund companies, so the advice is always objective. As an SEC Registered Investment Advisor or RIA, our advisors are held to the fiduciary standard. The fiduciary standard legally obligates advisors to put their client's interests above their own and always act within the best interest of our clients.(The Mutual Fund Store was acquired by Financial Engines)

Omaha, Ne, Us

St. Louis, Mo, Us

San Antonio, Tx, Us

Master Of Science (M.S.), Personal Financial Planning

Bachelor Of Arts (B.A.), Mass Communication, Business Management

High School