Spencer Frank, first vice president in our Mequon, Wisconsin office joined Ziegler Wealth Management in 1998. He has more than 19 years of experience in the financial services industry. Spencer focuses on working with his clients to identify their financial goals and needs, and offering investments and advice tailored to help each client achieve their financial goals. With a focus on retirement planning, he works with his clients to craft plans with the goal of accumulating wealth for retirement, or generating income in retirement.
Spencer lives in Whitefish Bay with his wife Sarah and three boys. He is a past president of Immanual Presbyterian Church board of trustees, and currently serves on the church’s finance committee.
Spencer would enjoy the opportunity to help you make smart choices today that will lead to a better quality-of-life in the future. To get started, please call Spencer at 800 418 8353 to schedule a time to meet.