Our Firm

Spencer & Spencer was founded in 1945 by Joseph Spencer, Jr.  Currently, the firm includes Joseph Spencer, III and his son, Derek and daughter, Courtney.  We specialize in financial products and services that can be used in both corporate and personal environments. 

Joe III joined the firm in May of 1974 after graduating from Holy Cross College. In 1980, he received the professional designation of Chartered Life Underwriter (CLU) through The American College.  This was followed by an additional designation of Chartered Financial Consultant (ChFC) administered through the same educational institution.

Since entering the industry, Joe Spencer has been affiliated with the Society of Financial Service Professionals, and has held the positions of both President and National Committeemen for the National Association of Insurance and Financial Advisors.

Joe has also spoken at various meetings and written numerous articles for the magazines associated with the Association of Financial Advisors.

Courtney joined the firm in 2006 and has fifteen years of experience, and Derek joined in 2015 and has over ten years of experience.