Happy one year anniversary to Peter Murphy, who was added to our team in August of 2022! Peter started his career as a Workers’ Compensation underwriter in the world of commercial insurance. He is currently an advisor assistant and insurance specialist for Spencer Financial

Happy one year anniversary to Gene Barton, who was added to our team this time last year! Gene has been a great addition to the Spencer Financial team! Gene operates as a Paraplanner and works with our team to deliver retirement analysis to our clients in all stages of their financial lives.

On April 14th, 2023, our very own Dan Enos welcomed a beautiful baby boy into his family, Braydon Enos. Brayden has brought so much love and joy to his family. Congratulations to Dan and Cassie!

It is bittersweet to announce that effective September 1st, 2022, Mary Toth has retired from her position at Spencer Financial. She looks forward to spending more time with her growing family, traveling, and trying to lower her golf handicap!

Spencer Financial continues to grow with our newest team member, Peter Murphy. Peter currently lives in Waltham, MA and comes from a commercial insurance underwriting background.

We are pleased to announce Gene Barton as the latest hire to the Spencer Financial team. Gene is from Wayland, MA and previously worked at F.L.Putnam Investment Management Company.

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!

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.