09/10/2026
I am honored to have been named a member of New York Life’s 2026 Chairman’s Cabinet, a distinguished recognition reserved for the company’s top 75 highest-producing agents in sales achievement among its field force of nearly 12,000 licensed agents.
I have been a New York Life agent since 1980 and am associated with New York Life’s Greater Philadelphia General Office in Philadelphia. I am incredibly grateful for this recognition, which reflects my longstanding commitment to serving clients and helping individuals, families, and business owners pursue their financial goals.
As President of Cumby, Spencer & Associates Financial Group, I have spent more than four decades working with pre- and post-retirement Baby Boomers and business owners. My practice focuses on developing comprehensive financial strategies addressing retirement planning, estate planning, wealth management, business succession, and executive and employee compensation and benefits.
Throughout my career, I have always believed in taking the time to understand each client’s individual goals and developing a clear financial roadmap designed to help them work toward long-term success.
I attended St. Joseph’s University and earned a Master of Science in Financial Services from The American College.
Being recognized as a 2026 Chairman’s Cabinet member is a meaningful milestone in my career. I am extremely thankful to my clients for their continued trust and confidence, as well as to my colleagues and the entire team at Cumby, Spencer & Associates for their support. I look forward to continuing to serve our clients and build lasting relationships throughout the Greater Philadelphia community.
