Spencer Hershey Jr

Financial Representative

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.

2015 Dividend Announcement

Northwestern Mutual’s expected $5.5 billion dividend in 2015 will once again lead the industry.

How Prepared Are You for Health Care Costs in Retirement?

Medicare is not intended to cover all of your health care costs in retirement. Download this white paper to understand its four main parts and what it does and does not cover.

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How Asset Allocation Can Impact Your Investment Strategy

This short video illustrates why it’s important to spread your investments across various asset classes.

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