Financial Security Planning

Spencer Hershey Jr and his team serve a variety of clients in and around Northeast Ohio. His team is composed of Ray LatianoChristopher W Brown, Josh Lehman and Laura Wagner.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. 

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. 

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Financial Representative, Spencer Hershey Jr, will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. 

Let Spencer Hershey Jr help you ensure your financial future is all you want it to be.

Our Mission

Our planning process educates and supports our clients in a team environment to help them define and achieve the most meaningful and important financial goals of their lives by integrating their values into a comprehensive wealth plan.

Innovative strategies focus on effective risk management, wealth accumulation and wealth preservation to help our clients accomplish their objectives.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Spencer Hershey Jr

Financial Representative

Social Security Won’t Be Enough: 6 Reasons to Consider an Income Annuity

Learn how you may be able to save less to meet your retirement income goals, keep up with inflation, and create guaranteed retirement income that never runs out.
Download FREE guide

When is it a good time to take on debt?

When you want something such as an education, a new car, a new TV, or a home, it’s not uncommon to take out a loan or even use your credit card. In this month’s Ask the Financial Expert column, our experts weigh in on the topic and discuss “good debt versus bad debt” and how debt as a whole affects our economy.

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.