Rogel Shaheed Spencer, CFP®, ChFC®, CLU®, CASL®
Financial Advisor


Spencer & Associates

Staff

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my dedicated support staff. Together, we make a strong commitment to client service. If at any time you have a question, concern or need, please let us know.

 
Vicky Phanthasone

Vicky Phanthasone

Associate Financial Representative
Office 212-373-8964

Vicky joined Rogel’s team in July of 2014. Born in California and raised in Alaska, Vicky made her way to the east coast to get her degree in Media Studies at Queens College.  In her spare time Vicky enjoys dining out, filmmaking, the arts, and doing make-up.  She even films her own make-up tutorials on Youtube.

Vicky has over 10 years experience in customer service and client relations.  She currently is licensed in Life, and Disability Insurance.

How can Vicky help you?

  • Assist with client meetings
  • Expedite owner/beneficiary changes
  • Process billing changes and facilitate premium payments
  • Provide policy and billing information
  • Schedule and confirm appointments
  • Underwriting updates
  • Schedule insurance exams
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck