Meet the Investment Team Spencer Orme
Wealth Advisor
Spencer Orme is a dedicated wealth advisor serving clients in the Holladay, Millcreek, Sandy and Sugarhouse areas of Utah. Since joining Mountain America Investment Services in early 2019, he has been committed to helping individuals and families build, protect and preserve their financial futures with tailored strategies and trusted guidance.
Spencer holds a bachelor’s degree in personal financial planning with a minor in business management from Utah Valley University. Prior to joining Mountain America, Spencer worked at Fidelity Investments, where he specialized in trading and client services, giving him a strong foundation in investing fundamentals, market operations and customer care.
Outside of work, Spencer is an avid soccer enthusiast who enjoys hiking, mountain biking and spending time outdoors. He and his family live in Holladay.
Branches served
Holladay: Murray Holladay RoadSalt Lake: 3300 South
Salt Lake: 2100 South
Sandy: State Street
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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