Who We Are

Spicer Retirement Advisors, LLC is an independent financial services firm dedicated to providing education and guidance to business owners and individual investors and empowering them to reach their financial goals. We are not affiliated with any insurance or investment companies, so we are truly independent and objective in the advice we give and the products and services we recommend.

Although we are independent, we are not alone. We have aligned with one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc., and share their core values – integrity, commitment, flexibility, and kindness. We pride ourselves on incorporating these values into each and every one of our client relationships.

Don Spicer, CFA®, CFP®

Don, founder of Spicer Retirement Advisors, LLC, holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER professional offering over 26 years of experience in the financial services industry.

In addition to earning a Bachelor of Business Administration degree from the University of Oklahoma, Don holds FINRA Series 7, 24, and 63 licenses, and life and health insurance licenses. He is a member of the CFA Society of Oklahoma, the CFA Institute, and the Guthrie Rotary Club.

In his free time, Don enjoys bicycling and spending time with his family.

 

Vickie Spicer

Vickie brings a wide variety of organization and management experience in assisting Don’s clients. Her previous experience includes working as an office manager for a psychologist’s practice and as an executive secretary for a nursing administrator at a local hospital.

Vickie is dedicated to providing exceptional client care and service. She is often the go-to person who handles tasks that may appear small, but make the office operate in a smooth and efficient manner.

Check the background of investment professionals on FINRA’s BrokerCheck.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Spicer Retirement Advisors, LLC are not affiliated.

This communication is strictly intended for individuals residing in the states of KS, NM, OH, OK, & TX. No offers may be made or accepted from any resident outside the specific states referenced.

Spicer Retirement Advisors, LLC • 3333 NW 63rd Street Suite 108 • Oklahoma City, Oklahoma 73116 • Phone: 405-607-5100

Copyright © 2018 Spicer Retirement Advisors, LLC