“ are internal tokens (with no value in dollars) that allow members to receive credit for help they provide to non-profits or individual Simbi members, without having to exchange talents directly.
Financial Advice - On Everything
25
I can help you with almost any financial question you could have. It can be about business, personal, estate, insurance, credit, lending, etc...
A lot of people are scared that they aren't receiving the proper financial advice because they aren't sure if the person giving it is just trying to sell them something, but I am not trying to sell you anything. I really just like helping people and this bartering/exchange thing sounds like fun.
If you have a question, I will answer it. If you need help knowing what to do next financially, I can help with that as well.
I have over a decade of experience in the industry and was a private banker for most of that time and learned a lot over the years and want to share that knowledge. I won't ask for your personal identification information or anything like that either. You tell me what is going on and what you need help with and I give you an answer based on my years of experience.
Looking forward to helping you!
-Spencer
Training & Qualifications
I have over 12 years experience in the financial services industry. I was a private banker for the majority of that time and was able to help many families with all aspects of their financial situation. My degree is in Business Management with an Emphasis in Entrepreneurial Management and am currently in law school. I was also in the Army Reserve for about 6 years and have served on a few nonprofit boards as well. Average net worth of clients I worked with was about $5-$10 million.
Availability & Preferences
Depends on schedule
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