Spencer Thomas Werres

Employer firm

Olio Financial Planning CRD 282355

$601M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → Present
  Olio Financial Planning
  Mclean, VA
• 06/2018 → 08/2018
  Edward Jones
  Stanton, VA
• 08/2015 → 05/2019
  Virginia Tech
  Blacksburg, VA
• 03/2026 → Present
  Silver Creek Orchards
  Tyro, VA

Other Businesses

Silver Creek Orchard; not investment related; 3679 Pharsalia Road, Tyro, VA, Orchard Farm; Assistant Farm Manager; 03/2026; ~200 hours a month; 7 hours during trading hours; oversight of daily farm operations, livestock/crop management, vendor coordination, and staff supervision.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-14

Designations

• Certified Financial Planner