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T Spencer, Samuels Insurance & Financial Services has over 32 years of combined profession experience assisting businesses & individuals with planning, growing, and fulfilling their lifelong financial and personal goals. We have a team of individuals within our firm who are client focused to determine every client need by implementing an individualized plan. Our firm assists business owners in creating affordable rich Employee Benefit solution packages to ensure they are attracting and retaining the best employee talent in their industry. We provide an online branded portal for benefit enrollment, onboarding and Humana Resource support to assist in the management, so the company can focus on revenue producing activity instead of administration tasks. We pride ourselves in staying one step ahead of the market to insure your individual and business plans are always up to date.
32 Years of Experience
Meet Our Team
Kelly Spencer is a native to South Florida and raised in Palm Beach County. She is a wife to Daniel Spencer and has two sons Aidan who is 14 and Liam who is 11. She began her career in employee benefits and financial planning in 2001 and as specialized in employee benefits for the past 19 years. She opened her own practice in January of 2006 at the age of 28. Since opening her practice in 2006 she has specialized in employee benefits due to her love of helping employers and employees navigate through the confusing path of creating and maintaining an employee benefit package that is both beneficial to the employer to attract the best talent to increase the growth of their companies while creating an affordable comprehensive benefits package to employees and their families.
Over the past 19 years Kelly has strived to keep up with the ever changing environment in the employee benefits marketplace and has adapted her practice with strategies and resources to help educate her employers and add resources to enhance their overall needs in the benefit and human resource marketplace. We want employers to focus on income producing activities that will increase their revenues and to outsource their benefits and human resource needs to our practice so they can focus on what drives their business. She is always looking for innovative ways to enhance her practice to create a streamlined approach for her clients to stay ahead of the market changes and the needs of her clients and employees.
Lisa made South Florida her home a little under 30 year with her husband Rick. They raised their son and daughter in Florida. She holds a Bachelor of Science degree in Special Education & Elementary Education, a Florida 215, Series 7 & Series 66 license in Financial Services. Beginning her career in 2008 as the credit and housing bubble was in full swing. She found her passion being a Financial Advisor & Employee Benefit Broker working with business owners, their employees and families. Lisa merged her business with Kelly Spencer and Rick Tourville determining they had like missions working with Business Owners.
Lisa recognizes the concerns facing Business owners today, which include Business Growth, Employee Retention, Cash Flow Management, Exit & Transition Strategies. Our firm recognizes owner(s) of a business who have taken the time to protect themselves will care more about the people in their personal and business life, so the business will run well.
Rick Tourville began his insurance and investment career in 1986 when he was the Risk Manager (inside insurance coordinator and administrator) for a major south Florida grocery chain. In 1999 he began Tourville, Spencer & Associates, Inc. and full-service insurance and investment firm. It became T. Spencer Samuels Insurance and Financial Services in 2018 when Lisa Samuels became a partner with Kelly Spencer and Rick Tourville. The motto of the firm for the last twenty years has been “Do the right thing for the client and you will be never ending successful.”