Our Culture
We created Bison with a vision that families benefit from 3 simple concepts. Plan, Protect, and Prosper. Bison was founded by The Terry and Kim Pegula Family Office known as East Asset Management in conjunction with operating partner Teton Capital Partners founded by Brad Ball and his team of executives.
As Terry Pegula rose from petroleum engineer to Billionaire Oil and Gas Entrepreneur, Philanthropist, and Professional Sports Team Owner the family was amazed to see all the products, services, and capabilities that became available to them. Bison seeks to make these family office tools available to Bison clients.
View Our Leadership
Spencer serves as a Registered Investment Advisor and Team Lead dedicated to helping clients navigate complex financial decisions with clarity and confidence. Prior to joining Bison Wealth, Spencer spent over four years at Fidelity Investments, where he built a strong foundation in financial planning and client service. He began his career as a Workplace Planning Consultant, partnering with 401(k) participants across all stages of life to design retirement plans and investment strategies. He later advanced to the role of Financial Consultant, where he provided holistic financial planning, including investment management and estate planning strategies.
Spencer holds a degree in Accounting and Finance from Oklahoma State University and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in March 2025. He is committed to ongoing education and maintaining the highest standards of fiduciary responsibility. Outside of his professional work, Spencer enjoys traveling and staying active. His interests include scuba diving, snowboarding, hiking, and spending time with his wife and their energetic dog.