Get to Know Us

Our team is committed to delivering exceptional service with a strategic and proactive approach.

Whether you need to schedule an appointment, request assistance, or have questions about a policy or account, we are here to help. Please don’t hesitate to contact us.

 

 

Photo of Director of Operations Emily Perlow

Emily Perlow

Director of Operations

Emily joined the team as the Director of Operations in 2024. A Pacific Northwest native, she earned a Master of Science degree in Organizational Leadership from Eastern Washington University. A proud military spouse, Emily balances her career with the demands of family life supporting her husband, a Lieutenant Colonel in the U.S. Air Force, three boys, and an energetic Bernedoodle.

In her free time, Emily enjoys hiking and traveling with her family, exploring new places and outdoor adventures. Emily's extensive experience in program management and international volunteer work enriches her approaches toward leadership and service, enabling her to drive operational success for the organization and its clients.

Photo of Investment Operations Associate Rachel Harcourt

Rachel Harcourt

MBA, RICP®

Investment Operations Associate

Rachel joined the team in 2010 after earning a Master of Business Administration degree from the University of Indianapolis. As part of the investment operations team for Spencer Fort, she helps ensure seamless account management and supports clients in reaching their financial goals. Her attention to detail and commitment to excellent service make her an essential part of the team. Outside of work, Rachel enjoys renovating houses, traveling, exploring local breweries, and trying new recipes in the kitchen. Whether she’s working on investment operations or tackling a new home project, she brings dedication and enthusiasm to everything she does.

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Marjorie Ludwig

Director of Strategic Growth

Marjorie Ludwig joined the team as the Director of Strategic Growth in 2025. She earned her Master of Arts in Counseling from Eastern Michigan University. Originally from the Midwest, Marjorie has lived in several states over the past decade, which has made her highly adaptable and skilled at quickly cultivating strong networks. Her social nature and talent for building meaningful connections make her a valuable asset in driving strategic growth and enhancing talent acquisition. Marjorie is married to her husband, Kyle, and together they have two children and a sweet Cavalier King Charles Spaniel. In her free time, she enjoys working out, participating in fitness competitions, and spending quality time with her family and close-knit group of friends.