Spencer Fort

Experience

1. Financial Advisor

   Northwestern Mutual

   Jul 2023 — Present · Carmel, IN, US

   I help my clients live the lives they want. As a financial advisor with Northwestern Mutual, I specialize in helping individuals, families, and business owners prepare for the future. As I see it, financial planning is not a one-size-fits-all process. My clients have unique goals and challenges, so I provide customized support tailored to the “why?” that drives each of my clients toward success.While I love to work with all sorts of people, there is a special place in my heart for those in roles that make a difference in the lives of others. Whether that be educators, health care workers, those in sales, you name it. I love working with individuals and families making big moves. Prior to my time as a financial advisor, I spent over a decade as an educator- both as a teacher and principal. This experience drives me to focus on the education aspect of financial literacy, knowing this topic often is not taught in schools. I enjoy the process of educating my clients and coming alongside them to navigate the important decisions they need to make to position themselves, their families, and their companies for sustained financial health.Whether I’m meeting with a client or consulting with my team, clear and efficient communication is central to the way I operate. I believe clarity is a form of kindness, so I strive to be as authentic and upfront as I can be while maintaining respect. My clients appreciate my candor and know that they can expect an honest and straightforward response to any questions or concerns they may have throughout the planning process.I believe we can accomplish great things when we work together. If you’re interested in learning more about me or my team, please visit my website or contact me directly:s••••••••@nm.com31••••••92

Education

• Harvard Business School

  Certificate, Leading Change: Management and Leadership

  2018 — 2018

• Marian University Indianapolis

  Master's degree, Education

  2010 — 2012

• University of Indianapolis

  Master of Business Administration (M.B.A.)

  2016 — 2017