Norma Spencer

ERPA

Norma Spencer joined Bland Garvey in 2006, bringing with her a wealth of experience in qualified retirement plans, with a background spanning over 23 years. She holds a Bachelor of Science in Business & Finance from Indiana University-Purdue University of Fort Wayne. She is an Enrolled Retirement Plan Agent (ERPA) allowing her to represent clients before the IRS. This showcases her dedication to the intricacies of retirement planning.

Norma is deeply engaged in assisting entrepreneurs as they navigate the complexities of choosing the right retirement plans for their businesses, contributing to the financial security of their future.

Hobbies:

  • Enjoys swimming, travel & reading 
  • Enjoys exploring and trying new cuisines
  • Married with 2 college graduates

Professional Experience:

  • 23 years of retirement plan experience
  • Joined Bland Garvey, PC in 2006
  • Manager Retirement Plan Services with Bland Garvey, PC
  • Experience in choosing and implementing retirement plans for businesses.

Education, Memberships, Professional Activities:

  • Bachelor of Science, Business & Finance Indiana University-Purdue University of Fort Wayne
  • Enrolled Retirement Plan Agent (ERPA)
  • Certified Employee Benefit Specialist: International Foundation of Employee Benefit Plans
  • Certified Retirement Services Professional: Institute of Certified Bankers/ABA
  • Series 65
  • Texas Notary
  • Member American Association Notaries

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