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News & Updates

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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Sam Baldwin & Bill Spencer volunteer at Invest in Others Day of Service Event

Submitted by Spencer Financial, LLC on December 18th, 2017

Sam Baldwin & Bill Spencer volunteered at the Invest in Others day of service event on December 18th, 2017. Helping underprivileged families select holiday gifts for their children.

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Spencer Financial Sponsors SMILE Mass

Submitted by Spencer Financial, LLC on November 18th, 2017

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.

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Sam Baldwin Moderates Leadership Panel at Practice Advancement Conference

Submitted by Spencer Financial, LLC on October 17th, 2017

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

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Bill Spencer Represents the MDRT Foundation at Seeds of Peace International Camp in Maine

Submitted by Spencer Financial, LLC on July 25th, 2017

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.

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Danielle Lau announces birth of her daughter

Submitted by Spencer Financial, LLC on May 9th, 2017

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

 

Spencer Financial Welcomes Junior Advisor to Team

Submitted by Spencer Financial, LLC on April 15th, 2017

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


Samuel Baldwin serves as MDRT Foundation Grants Committee Chair

Submitted by Spencer Financial, LLC on January 13th, 2017

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.

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