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News & Updates

Spencer Financial Sponsors & Plays in 10th Annual Sudbury for Wounded Warriors Golf Tournament

Submitted by Spencer Financial, LLC on October 6th, 2021

Spencer Financial was proud to sponsor and play in the 10th annual Sudbury for Wounded Warriors "Drive Fore Our Troops Golf Tournament" hosted at Charter Oak Country Club. Thank you to all of our friends at ALKU for joining us in supporting such a great cause!

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Spencer Financial Team adds Director of Retirement Plan Services

Submitted by Spencer Financial, LLC on April 26th, 2021

Please join us in welcoming our new Director of Retirement Plan Services, Jamie Swasey. Jamie is from New Hampshire, and previously worked for Putnam Investments, caring for clients with retirement plans ranging from $5M to $1B in assets.

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Bill Spencer, CFP®, AIF® Named Sudbury Foundation Trustee

Submitted by Spencer Financial, LLC on November 11th, 2020

Congratulations to Bill Spencer on his appointment to the board of trustees of the Sudbury Foundation. This amazing foundation is supporting Sudbury and the surrounding communities through their generous grantmaking and scholarship programs.

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Bill Spencer, CFP®, AIF® Honored by NAIFA Massachusetts

Submitted by Spencer Financial, LLC on November 6th, 2020

Bill Spencer, was recognized as one of the 4 Top Young Advisors in Massachusetts under the age of 40 for 2020.

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Bill Spencer, CFP®, AIF® Joins Sudbury Youth Lacrosse Board

Submitted by Spencer Financial, LLC on September 21st, 2020

Bill Spencer was voted in as Director for Sudbury Youth Lacrosse Board. Congrats Bill! 

 

Danielle Lau Announces Birth of Her 2nd Daughter

Submitted by Spencer Financial, LLC on August 31st, 2019

Danielle and her husband Alan are pleased to announce the birth of their 2nd daughter. Mae Ripley Lau was born on August 31st, 2019. 

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Dan Enos Welcomes New Puppy to His Family

Submitted by Spencer Financial, LLC on September 21st, 2018

In September 2018, Dan and Cassie Enos welcomed home their new puppy, Ruger, a German Shorthaired Pointer.

Dan Enos Gets Married!

Submitted by Spencer Financial, LLC on June 23rd, 2018

Dan Enos married his high school sweetheart, Cassie on 6/23/2018. Congratulations!

 

Spencer Financial Sponsors LS Booster Club Golf Classic

Submitted by Spencer Financial, LLC on May 18th, 2018

Spencer Financial sponsored the 2018 LS Booster Club Golf Classic. Bill Spencer played in the tournament and helped raise funds to support the high school’s athletic program which he benefited from years ago.

Bill Spencer has secured a $10,000 Worldwide Grant from the MDRT Foundation

Submitted by Spencer Financial, LLC on January 29th, 2018

Bill Spencer secured a $10,000 Worldwide Grant from the MDRT Foundation to benefit Seeds of Peace. Bill has visited their camp in Maine numerous times and was there to speak to the campers last summer.

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