Spencer Ossola has joined OWM as a Portfolio Associate (PA). Spencer is a currently pursuing a degree in Personal Financial Planning (PFP) at Utah Valley University (UVU). This degree prepares candidates to achieve Certified Financial Planner (CFP©) designation.
Spencer was previously employed at Bella Colina Golf Club in San Clemente, CA where he organized and managed club tournaments and events.
Spencer assists OWM in portfolio operations 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).