Spencer Adams

For more than seven years, Spencer has worked in the financial services industry, assisting with disciplined investment execution and thoughtful retirement planning. Before joining Unified Legacy Advisors nearly four years ago, Spencer worked at an ETF management firm as an analyst and trader alongside a CFA, where he focused on implementing sophisticated investment strategies.

Today, Spencer serves as a Planning Advisor at Unified Legacy Advisors, working closely with retirees and pre-retirees to tailor retirement plans to their goals and unique circumstances. He also plays a key role in implementing the firm’s investment portfolios as the primary trader.

“It’s incredibly rewarding to show clients their retirement plan works and to watch that plan come to life over time,” Spencer says.

Spencer graduated from the University of Nebraska at Omaha with a business degree focused on finance and passed his Serie 65 test in early 2025. He is part of the next generation of advisors helping clients navigate the complexities of retirement planning with clarity and confidence.

Spencer lives in Gretna with his wife, whom he married in August of 2024. Outside of work, he enjoys hunting, fishing, and camping—activities that reflect his appreciation for long-term preparation, patience, and time spent with the people who matter most. Those same values guide the way he approaches retirement planning: helping clients build plans designed to support the life they want to live, both now and in the years ahead.