Kelly Spencer is a native to South Florida, and was 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 has specialized in employee benefits for the past 19 years. She opened her own practice in January of 2006 at the age of 28 due to her love of helping employers and employees navigate through creating and maintaining employee benefit packages. Kelly believes that benefit packages need to be beneficial to the employer to attract the best talent to increase the growth of their companies while creating an affordable comprehensive benefits package for 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. Kelly 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. Kelly wants employers to focus on income producing activities that will increase their revenues and 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 market changes and the needs of her clients and employees.
Strategies that help business owners, employees and individuals achieve their goals, find peace of mind, and offer freedom to pursue hopes, dreams and happiness.
Securities through International Assets Advisory, LLC Member FINRA/SPIC Investment Advisory Services offered through International Assets Investment Management, LLC. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Disclosure: https://www.iaac.com/disclosures/form-crs/