The Team

Treuting, Harris & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Spencer Harris

Spencer Harris

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

BS, LSU New Orleans, 1971

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Paul Treuting

Paul Treuting

Financial Advisor

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Designations

CFP®, MBA, CRPC®, APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

MBA Finance / Portfolio Management: Millsaps College; Jackson, MS. May 2003, BA Music (Piano): Mississippi College; Clinton, MS. December 2001

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Our Staff

Amy Wildenfels

Amy Wildenfels

Client Service Associate

Operations Specialist