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Erica Spencer
Erica specializes in bringing the highest level of service-excellence for our clients and our advisors. She provides a personal experience for each client and professional support to each member of the office team. She manages all aspects of client service to ensure that all requests are completed accurately and on time.
As initial point of contact, Erica supports the firm’s advisors to ensure a superior experience for clients. She assists advisors in creating and maintaining client’s financial goals.
Erica is a Utah native and currently lives in Taylorsville.
Contact
Assistant to Joseph L. Taylor, Nathan J. Woodward, Brian Kasteler, and Michael R. Donaldson.
OFFICE (385) 253-4506
FAX (801-566-1669)