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Shelley Spencer

Shelley Spencer

Client Services Specialist

(937) 431-8010

937-431-8020

sspencer@smithmosesandcozad.com

As Client Services Specialist in the Beavercreek office, Shelley serves as a primary point of contact for clients. Her responsibilities include scheduling, account establishment and maintenance, and ongoing follow-up support. Shelley also assists clients with service-related questions and requests.

Shelley Spencer is not registered with Osaic.