Broker Check

Team

James Witkowski

Financial Advisor

(816) 792-8772

816-407-9480

jw@jwwealthmanagement.com

DESIGNATIONS:Accredited Asset Management Specialist AIF AWARDS*: Cetera Advisors, LLC Chairmen Award 2012-2021 Cetera Advisors, LLC President's Award 2011Cetera Advisors, LLC Wealth Management...

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Jessica Greason

Client Services Manager

816-792-8772

816-407-9480

jessica@spencerfinancialinc.com

Jessica joined Spencer Financial Services in 2019 after six years with Park University. While at Park, she held multiple positions within the University Advancement Office, most recently as the Director of Advancement Services and...

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Josh Graham

Analyst

8167928772

8164079480

josh@spencerfinancialinc.com

Josh joined JWWealthmanagement in 2019, after eighteen months with BankLiberty. While there, he held two positions with the latter as a Customer Connect Specialist, in which he was handpicked for the newly developed department. Josh...

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Miriam Spencer

Client Services Manager

816-792-8772

816-407-9480

miriam@spencerfinancialinc.com

Miriam joined JWWealthmanagement in 2017. Miriam has extensive experience in administration, education, and nonprofit leadership. Her experience with executives and managers of nonprofits and educational institutions has assisted in...
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