Sam Baldwin's career began in the home office of Massachusetts Financial Services (MFS), a Boston-based mutual fund company, where Sam's job was to consult with financial advisors on building appropriate and productive portfolios. Soon he realized that he wanted to serve a different role.  He wanted to build long term client relationships as a financial advisor.

Sam was introduced to Spencer Financial by his father who had been receiving financial planning advice from the firm for more than 20 years.  At Spencer Financial, Sam found a mentor who helped him through the many challenges of building an award winning financial planning practice.  Sam's addition to the firm helped him immensely and contributed to the steady growth of the firm.  In January of 2015, Sam and his partner purchased a majority interest in Spencer Financial.  Today, Spencer Financial serves a diverse clientele across the country providing advisory services to help clients navigate the complexity of building and retaining wealth while positioning for a secure retirement.

Sam's dedication to best practices and high standards has led to awards and positions of leadership within the financial services industry. He is a life member of the Million Dollar Round Table (MDRT), and a qualifier for MDRT’s prestigious “Top of the Table,” (TOT).  Sam also serves as Chairman of the MDRT Foundation’s Grants Committee which is responsible for millions of dollars of giving to recipients internationally.

In 2006, Sam received the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation and is an Accredited Investment Fiduciary (AIF®). Sam has also completed advanced courses of study at Boston University in financial planning, risk management, investments, taxation, and estate planning giving him an understanding of sophisticated financial vehicles and strategies.

Sam holds a degree in business from Franklin & Marshall College where he enjoyed lacrosse and rugby and once played a rugby match on the same field where the battle of Gettysburg took place. Born in Boston, he is a lifelong Red Sox fan, and, after the miracle season of '04, Sam knows that everything else in life is just icing on the cake.

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Dan Enos began his career in financial services during his sophomore year in high school working at a Credit Union.  It was there that he began to position himself for a career as a financial advisor.  By the end of high school, he was giving lending guidance and encouraging responsible retirement planning to people many years his senior. 

While attending Rivier University, Dan worked full time at Putnam Investments.  He served on a team processing investment transactions.  There he got a taste of world-class client service.

One month after his college graduation, Dan began working at Fidelity Investments.  He became licensed with the FINRA Series 7 and 63 and transitioned into a role as a trader.  He executed purchase and sale requests from clients on mutual funds, ETF’s, individual equities and fixed income.  He listened to his customers’ requests and concerns and resolved complex issues on a daily basis.

Dan was drawn to Spencer Financial because of the firm’s diverse clientele and the opportunity to build lifelong relationships.  At Spencer Financial, his advisory talents are the perfect complement to a collaborative team environment.   He also supports the firm’s investment management process by providing reporting, trading expertise and performance analytics.  He is currently studying to obtain the CFP® designation.

Dan will be marrying his high school sweetheart Cassie in 2018.  He grew up playing baseball and now umpires to remain close the game.  He has an english bulldog, and loves saltwater fishing.

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Oksana Levchenko is often the first voice that clients hear when they call or visit Spencer Financial, LLC.  With positive attitude, she serves and assists the firm’s valued clients.  In addition, she handles protection product underwriting, new business oversight, and client outreach initiatives.

Originally from Ukraine, Oksana moved to the United States more than a decade ago and became a United States citizen in 2016.  Prior to joining Spencer Financial, she worked in marketing and human resources for several international companies including the Cultural Section of the British Embassy.

Oksana holds a Master’s degree in English Language and Translation, and a Master’s in Law from the Law Academy of Ukraine.  She also attended music school for 7 years and speaks several languages.

When Oksana is not in the office, she enjoys spending time with her two children, family and friends.  She also appreciates exploring new countries, loves the arts and movies, interior and graphic design, landscaping, playing and listening to music, and discovering new restaurants.