Spencer Financial Strategies

Debra Spencer is a financial advisor at Spencer Financial Strategies in Indianapolis, IN, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Thurston Springer Miller Herd & Titak, Inc. Outside of advisory services, she is an independent insurance agent specializing in life and long-term care insurance and owns a real estate brokerage firm. Spencer Financial Strategies serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $17 million in discretionary assets. The firm employs a blend of fundamental, technical, and cyclical analysis to create diversified portfolios and provides both discretionary investment management and non-discretionary consulting services.

Dylan Taylor is a financial advisor at Spencer Financial Strategies with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in roles at OfficeSpace Software, TikTok, SecureLink (now Imprivata), and Disney Vacation Club. Outside of his advisory work, he co-owns Travel by Taylors, LLC, a travel planning and vacation services company. Spencer Financial Strategies serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $17 million in discretionary assets. The firm offers discretionary investment supervisory services and non-discretionary consulting, developing customized Investment Policy Statements and applying a mix of fundamental, technical, and cyclical analysis to construct diversified portfolios.