Picture of Spencer Mack

    Spencer F. Mack


    Check the background of this investment professional on FINRA's BrokerCheck

    About Spencer

    Spencer Mack was raised in Salt Lake City, graduating from Olympus High School, and then subsequently graduating from Brigham Young University with a degree in Business Management/Finance.

    He has been affiliated with MassMutual Intermountain West since 1979 and holds the Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Special Needs Consultant designations. Spencer has also been an active member of the Orem Rotary Club for over thirty years, serving as Club President twice.

    Throughout his thirty five plus years in Orem, he has been actively involved in the Boy Scouts of America at the unit, district and council level. In his spare time, Spencer finds relaxation working in his vegetable garden and yard.

    Spencer began building his financial services practice in 1979 and has served families with their financial planning needs. In addition to earning the professional designation of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), he holds the designation of Chartered Special Needs Consultant (ChSNC) from The American College, and is working to help families with children with disabilities and other special needs. His practice helps families to connect with resources in their communities and to include the needs of family members with special needs in their family planning. This process helps them understand and utilize estate and tax planning concepts, special needs trusts, government programs and financial strategies in developing a life care plan that will enable the family member with a disability to obtain the best quality of life possible for his or her whole life.

    Spencer and his wife Jane live in Orem, Utah, and have seven children and twenty two grandchildren. With two grandchildren in the autism spectrum and one with Down syndrome, Spencer understands the complexities of balancing the financial planning needs of a family and the raising of children, especially children who need special care.

    Licenses/Registrations/Designations:

    Licensed in California (#0650454), Michigan, Maine, New Mexico, and Utah

    FINRA Series 7 (General Securities), FINRA Series 63 (Uniform Securities Agent State Law), FINRA Series 65 (Investment Advisor Law)

    Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), Life Underwriter Training Council Fellow (LUTCF)

    Other professional affiliations:

    Rotary International and National Association of Insurance and Financial Advisors (NAIFA).

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Spencer F. Mack is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 6330 South 3000 East, Suite 600, Salt Lake City, UT 84121, Tel: (801) 943-6277

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Maine, Michigan, New Mexico, Utah

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Utah

    Spencer F. Mack , Salt Lake City, UT, CA Insurance Lic.# O650454

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