Spencer Koelewyn

About Spencer Koelewyn

As an Associate Financial Advisor with Royal Wealth Partners, I dedicate my time to understanding each client\'s unique priorities and financial goals, providing personalized guidance to help secure their financial future. I am committed to delivering a first-class concierge service, ensuring that clients receive tailored advice and support throughout their financial journey.By focusing on personalized care and holistic financial planning, I play a vital role in helping clients navigate the complexities of wealth management, empowering them to achieve their financial aspirations with confidence.Outside of helping individuals with financial planning, I enjoy watching baseball, playing golf, hunting and fishing, and spending quality time with friends and family. I moved to Omaha from Sioux Falls, SD in 2017 for college, and remained in Omaha after completing my degree and finishing my baseball career at UNO.I look forward to connecting to learn about your financial goals and see where we can help!

Experience

1. Associate Financial Advisor

   Royal Wealth Partners

   Dec 2024 — Present · Omaha, NE, US

   At Royal Wealth Partners, I collaborate with a team of experienced professionals who share a commitment to excellence and first-class concierge services, including investment solutions, risk management, and tax strategy, all of which are designed to align with each client\'s values and objectives. My approach emphasizes proactive communication and a deep understanding of clients\' needs, fostering long-term relationships built on trust and mutual respect.

Education

• University of Nebraska at Omaha

  Bachelor of Business Administration - BBA

  2017 — 2021