Spencer D. Carlson, CFA

Managing Partner

Spencer Carlson, CFA, is a Managing Partner at Chappell Wealth Management and has been with the firm since 2014. Spencer excels at developing customized investment strategies for clients, and enjoys diagnosing and solving complex problems. With his background in Statistics, he is skilled in investment evaluation and selection, portfolio design, and risk assessment.

Previously, Spencer worked as a Pension Actuary at Aon Hewitt. He became bilingual after serving a mission in Mexico for 2 years and is also an Eagle Scout.

Spencer graduated from Brigham Young University with a degree in Actuarial Science and Financial Mathematics. He is a CFA® Charterholder and holds a Series 7, Series 66 and Series 31 FINRA registrations.

Spencer and his wife Hannah live in Spring with their two sons, Blake and James and daughter Brooke. He enjoys cycling, watersports and spending time with his family.

  • Forbes “Best-in-State Wealth Management Teams” – 2023

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