In honor of our clients for Thanksgiving, Spencer Financial, LLC sponsored the charity SMILE Mass for 2017 (www.smilemass.org). On November 18th, Bill Spencer ran their Gobble Wobble 5K and then cheered his daughter during the kids’ Fun Run.

Sam Baldwin had the pleasure to moderate the Signator Investors, Inc.leadership update panel at the 2017 Practice Advancement Conference in Chicago. 

Bill Spencer was proud to represent the MDRT Foundation last month at the Seeds of Peace International Camp in Maine. The “Seeds” were Israeli, Palestinian (some living in Gaza), Egyptian, Jordanian, Pakistani, Afghani, Indian and American. They are trying to do what their peers at home tell them is impossible...co-exist peacefully together.

Danielle and her husband Alan are pleased to announce the birth of their daughter. Zoe Mary Lau was born on May 9th, 2017.

We are excited to welcome Dan Enos to our team. Dan is from Dracut, MA and previously worked at Fidelity.

It was an honor for Sam to serve as Chairman of the Grants Committee for the MDRT Foundation for the 2017 grants year. Since 1959, MDRT Foundation has awarded more than USD 30 million in life changing grants to charitable organizations worldwide.

As Chairman, Sam led the efforts of eleven committee members from the USA, Scotland, and England.

On Saturday, November 19th, Bill Spencer ran the SMILE Mass annual Gobble Wobble 5K. His daughter ran the kids Fun Run

Please welcome the newest member of the Spencer Financial team, Oksana Levchenko. Oksana lives in Holliston, MA and is a mother of two. She is a former HR Manager, data analyst, and translator who speaks three languages (English, Ukrainian, and Russian). 

Spencer Financial participated in the TEC [The Education Cooperative Internship Program], this summer.  The TEC is a non-profit under the Dept.

Congratulations to Nick & Ali Toth!