Spencer Bateman

Originally from the Portland area, Spencer graduated from Brigham Young University where he studied Economics and Global Business. After graduating, he went to work for Fidelity Investments where he provided investment guidance and retirement planning.

He left Fidelity and returned back to Portland at the beginning of 2022 to continue to develop his career in financial planning. In addition to holding his Series, 7, 63 and 66, Spencer is also a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of work, Spencer enjoys a variety of different hobbies that get him active and outside from golfing with his friends to trying to keep up with his wife while riding horses.

Phone 503-227-4817