Spencer Ossola has joined OWM as a Portfolio Associate (PA). Spencer is a currently pursuing a degree in Economics at Utah State University (USU). Spencer holds the Financial Paraplanner Qualified Professional(TM) designation - FPQP(r)
Spencer was previously employed at Bella Collina Golf Club in San Clemente, CA where he organized and managed club tournaments and events.
Spencer assists OWM in portfolio operations, planning and performance reporting, in addition to assisting clients with our upgraded portfolio platform. He also holds general office administration duties to assist in our day-to-day activities.
In his free time, Spencer enjoys hiking with his wife (Holly) and dog (Kylo).