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Spencer Rose

Retirement Plan Consultant

Retirement Plans

Spencer Rose joined Christensen Group in 2014 as a member of the business insurance department.

In September 2015, he was promoted to a role with the Retirement Plans team where he specializes in:

  • Employee Education and Financial Wellness
  • Investment Analysis
  • Macroeconomic Research

Spencer graduated from the University of Wisconsin (Eau Claire) with a B.B.A. in Economics and Actuarial Science. He holds both a Series 6 & 63 license and earned his Qualified 401(k) Administrator (QKA) credential through the ASPPA. Outside of work, Spencer enjoys traveling, reading, and spending summer days at the lake with his wife.