$000 to $0,000*

Aimee Spencer is a broad financial strategist that thinks about how to achieve certainty and control over money.  For those who have transitioned from accumulating wealth to needing it to last a lifetime Aimee feels income conversion is the right strategy for risk safe profiles. If one wants to outmaneuver inflation and market volatility and ensure their money lasts as long as they do, this can't be overlooked. A foundational income stream is peace of mind, not about a constant chase for a return or a roller coaster of emotions involving your future. She believes that when you have this certainty and control of this part of your life, it makes other life decisions easier to make; living and doing the things that we were meant to do in our lifetimes; making room for other interests and opportunities.

Aimee's unconventional approach stems from a deep curiosity about wealth creation and preservation. With a background in banking, investments, tax protection. Being efficient with your money is crucial. She's a contrarian who challenges conventional wisdom, constantly seeking out innovative financial strategies. Mentored by leading experts in wealth and tax strategy, Aimee has developed a nuanced understanding of financial planning, believing it should be about strategic orchestration rather than product-driven sales. She credits her transformative experiences to a shift in mindset, the power of positive intelligence, and her faith. Having grown up in an environment that often discouraged the very strategies she now champions. Aimee understands the importance of embracing new ideas and lifelong learning. 

Aimee resides in Alexandria, VA with her husband and two athlete sons. When not working, you can find them cheering from the sidelines of baseball diamonds, ice rinks, or ski slopes, or enjoying adventures that celebrate living it.