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Sean Spencer
Location Wichita (KS)
Specialty Financial Wellness, Individual Wealth Management, Retirement Plan Consulting
Zip Code 66842 67001 67002 67010 67012 67016 67017 67020 67025 67026 67030 67037 67039 67041 67042 67050 67052 67055 67056 67060 67062 67067 67072 67074 67101 67108 67110 67114 67114 67117 67117 67120 67123 67132 67133 67133 67135 67144 67147 67147 67147 67149 67151 67154 67201 67202 67203 67204 67204 67204 67205 67206 67206 67207 67207 67208 67208 67209 67210 67210 67211 67212 67213 67214 67215 67215 67215 67216 67216 67217 67218 67219 67219 67220 67220 67221 67221 67223 67226 67226 67226 67227 67228 67230 67232 67235 67260 67260 67275 67276 67276 67277 67278

Sean Spencer

MANAGING DIRECTOR

It is with a compassionate heart and a curious mind that Sean fulfills his role as a financial advisor. He genuinely cares about the financial well-being of his clients and their families and enjoys building close, trusted relationships with them.

He listens carefully to understand each client’s individual goals, needs and concerns in order to customize a financial plan and investment strategy that is tailored to their life and puts them on track for pursuing their envisioned future.

Knowing that the families and individuals he serves have needs beyond just retirement planning, Sean’s comprehensive approach includes important financial and legacy matters, such as estate planning, tax planning, business succession planning, charitable giving strategies and establishing endowments and foundations.

He carefully constructs investment portfolios using strategies that take into consideration everything from tax mitigation to multigenerational planning. He collaborates with his clients’ tax and legal advisors to help provide a cohesive approach that ties all elements together.

Sean’s background in corporate finance did not offer him much person-to-person interaction, so he transitioned his career to working with families and individuals, which he enjoys today as a partner at Access Capital. Before moving to this role in the summer of 2023, he served as a financial advisor and vice president at IMA Wealth in Wichita for eight years.

He is a graduate of Wichita State University, where he earned a Bachelor of Science degree in chemical business.

Actively involved in the community, Sean serves on the business advisory board of Wichita State University’s Barton School of Business and previously served on the advisory board of the Robert D. Love Downtown YMCA.

Sean grew up in a military family and their frequent moves took him to Georgia, Colorado, Germany, Italy, California and Hawaii. Today, Sean lives in east Wichita with his wife, Chloe, and their children, Myra, Truitt, Meritt, Nova and Thea. In his free time, Sean enjoys golfing and reading.

 


Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.

 

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