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!
News & Updates
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.
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.
Bill Spencer, was recognized as one of the 4 Top Young Advisors in Massachusetts under the age of 40 for 2020.
Bill Spencer was voted in as Director for Sudbury Youth Lacrosse Board. Congrats Bill!
Danielle and her husband Alan are pleased to announce the birth of their 2nd daughter. Mae Ripley Lau was born on August 31st, 2019.
In September 2018, Dan and Cassie Enos welcomed home their new puppy, Ruger, a German Shorthaired Pointer.
Dan Enos married his high school sweetheart, Cassie on 6/23/2018. Congratulations!
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 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.