Tom Spencer traveled to Otisfield, Maine to deliver a $10,000 grant to the Seeds of Peace International Camp

The Habitat for Humanity project to build four single family homes in two duplex structures on town-donated land on Stonebridge Road in Wayland, kicked off with a ground breaking ceremony on June 29th 2013.  Spencer Financial was represented at the groundbreaking by the firm’s Partners, Bill Spencer, CFP® and Sam Baldwin, CFP®.

Bill Spencer and Sam Baldwin were invited to serve among the leadership for MDRT preceding the 2013 Annual Meeting in Philadelphia.  Bill sat on the Content Development Committee in the fall of 2012 and has since written several articles which were published for the international membership.  Sam was tasked with choosing and developing the speakers for the Wealth Management track at t

In addition to providing financial support as a Copper Hammer Sponsor, the Firm’s partners and staff will participate in a full day Team Build. Selected clients will be invited to participate as well. The build site is located in Wayland, Mass and will consist of four single family homes in two duplex structures.

The MDRT foundation awarded the grant to Tom Spencer for presentation to Seeds of Peace.  This ongoing support is vital to the camp's mission of grooming future world leaders in areas of conflict.

Spencer Financial, LLC was pleased to provide a Bronze Level Sponsorship at the recent “Champions For Children’s” gala show held at the Boston Seaport World Trade Center.

Sam Baldwin was recently interviewed by "The Wealth Channel" on Spencer Financial's use of technology to enhance communications with their clients. The interview targeted the advisory community.

See entire interview here

Mary Toth, CFP® serves as Financial Planning Coordinator at Spencer Financial, LLC.  When not at work, Mary is an avid tennis player.  The firm is pleased to report that Mary recently won the championship in the USTA Senior Slams Clay-Court tournament for the Eastern Mass. district held at Concord Country Club. 

Bill Spencer and his wife Jennifer are pleased to announce the birth of their first child. Kendra Leigh Spencer was born on July 28, 2012. Kendra is Tom’s first grandchild!

Samuel Baldwin, CFP® has attracted industry attention for developing sustainable income strategies for retirees. He was recently published in "Broker World" on the subject.

Read entire article here