Our Associates

Bryon Spicer

Bryon SpicerRegistered Representative – President

Phone: 937-426-3836
Fax: 937-458-0278
E-mail: service@spicerwealth.com

Founder of Seniors Financial and Spicer Wealth Management, Bryon Spicer, has devoted over three decades of his life to educating and assisting retirees and pre-retirees on how to plan for and protect their “Financial Security for their Golden Years”.  An advocate for comprehensive financial and retirement planning, Bryon’s goal is to help ensure that all components of a client’s financial affairs work in collaboration, producing a more positive overall outcome.  He provides direction in multiple areas of finance.  His strategies focus on wealth accumulation, preservation, protection and transfer.  Being “tax efficient” in areas such as income, estate, capital gains, gift and generation skipping, he focuses on finding the proper combination of financial tools available in the market place to safely and legally position finances so you pay only your “fair share of taxes” both now and in the future.  Bryon specializes in identifying potential loopholes in financial and estate plans in order to detect where money potentially may be lost.  He will help structure your affairs so you may transfer your assets to loved ones efficiently while minimizing the costs of probate and estate taxes.  Bryon understands how hard you have worked and how important proper planning is to your continued financial success and future.

An accounting major at Wright State University, Bryon has held several designations, including Certified Insurance Counselor.  He has co-authored a book titled “Issues of Aging”, and more recently  published a book on Charitable Giving.

Bryon is a sought after speaker.  He regularly conducts public seminars on many advanced financial topics to the general public and special interest groups.  In addition he has been a guest lecturer at the Ohio State University.  Bryon is an approved member of the National Ethics Bureau which shows the highest regards for intergrity and ethical decision making.

Bryon has been married to his wife, Kay since 1985 and has one son.  He and his family are very active in their church, school and sports associations, with Bryon holding several board positions within each.

 

Katherine Shaw

Katherine ShawMarketing Coordinator

Phone: 937-426-3836
Fax: 937-458-0278

Kathy Shaw has traveled several paths before filling the position of Marketing Coordinator at Seniors Financial Services. Kathy worked in the dental field for 13 years where she learned the skill of making people feel relaxed and comfortable in very stressful situations. At the end of the 13 years she embarked on a different path, attending floral design school and purchasing a flower shop in Springfield, Ohio.

Kathy owned Fogarty Florist for 15 years where her staff grew from 3 to 10 employees, and the flower shop became one of the largest floral shops in Springfield. During these 15 years, she was very active with FTD and sat on their regional board of directors whose purpose was to market the FTD name and logo, show the benefit of group purchases and try to unify the local florists within the Miami Valley.

After selling the flower shop, Kathy applied for the Marketing Coordinator position with Seniors Financial Services. She has served our clients here for almost a decade. Kathy’s role includes organizing the workshops and social events throughout the year as well as acting as our client liason.