To recognize individuals who have given meritorious service to the insurance and financial services industry, the agency system, and the community in ways that enhance the image of the agent. These individuals have provided exceptional service to NAIFA.
Kyler Spencer, CFP®
Kyler entered the financial services industry in 2016 when he began as an internal analyst with FSM Wealth, Inc. At that time, Kyler assisted the firm with investment analytics and client portfolio management. While working as an analyst, Kyler simultaneously graduated cum laude from Southern Illinois University with a B.S. in Economics and Finance.
Since 2019, Kyler has been working directly with clients in an advisory role. He provides comprehensive financial advice to individuals and businesses throughout the country. Kyler also holds the CFP® designation, making him a CERTIFIED FINANCIAL PLANNER™ professional. Earning this designation is considered the standard of excellence in the financial planning industry. He focuses on developing advanced planning strategies for clients in the areas of investing, retirement planning, estate planning, and insurance planning.
Kyler has been a frequent industry speaker at several National Association of Insurance and Financial Advisors (NAIFA) conferences. He was also appointed to serve as a director on the board in 2021 for NAIFA Illinois, and he continues to serve on the board today. Kyler is also a three-year qualifying member of The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®.
Outside of FSM Wealth, Kyler enjoys spending time with family and friends, traveling the country, and is an avid golfer.
2021 Xiao Chen
2020 Megan McGlone
2019 Tim Foley
2018 Ashley Reeder
2017 Bobby Menendez
2016 Rachel Johnson
2015 Krista Menckowski
2014 Mark Tan
2013 Kevin Frost
2012 Joey Davenport
2011 Camille Tan
Thank you Sponsors!
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P.O. Box 13365
Springfield, IL 62791
Phone: 217-529-0126
sara@naifa-il.com