The strength of our company is our people – each one an owner.
Guided by our core values of integrity, respect, collaboration and excellence,
our team works together to support each other, our clients and our community every day.
Meet our team.
Allen Wealth Management Team
Abraham Dugal, CFP®
Investment Planning, Wealth Management
Director of Investment Management, Financial Advisor
Camden
Direct: 207-230-5833
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Brian Beaulieu, ChFC®, AIF®
Investment Planning, Wealth Management
Financial Advisor
Belfast, Waterville
Direct: 207-230-5846
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Caitlin Harrington
Investment Planning, Wealth Management
Retirement Plan Coordinator
Camden
Direct: 207-230-5822
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Christopher Beaulieu
Investment Planning, Wealth Management
Financial Advisor
Waterville
Phone: 207-872-8900
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Gene Newton
Investment Planning, Wealth Management
Service Advisor
Belfast
Direct: 207-230-5843
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J. Michael Pierce, JD, CFP®
Investment Planning, Wealth Management
Company President and Treasurer | Financial Advisor
Camden
Phone: 207-236-4311
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Lily Khoury
Investment Planning, Wealth Management
Financial Services Coordinator
Camden
Direct: 207-230-5821
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Sarah Ruef-Lindquist, JD, CTFA
Investment Planning, Wealth Management
Financial Advisor
Camden
Direct: 207-230-5848
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Thomas C. Chester, CFP®, AIF®, CPFA®
Investment Planning, Wealth Management
Financial Advisor
Camden
Direct: 207-230-5834
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Trisha Hill
Investment Planning, Wealth Management
Client Relationship Coordinator
Camden
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Insurance Services Team
Amanda Corson, CIC, ACSR, AAI
Personal Insurance
Account Executive
Southwest Harbor
Direct: 207-230-5732
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Amanda Heal
Business Insurance
Processor
Rockland
Phone: 207-236-4311
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Amy Bowen, AAI, ACSR, CPIA
Business Insurance
Account Manager
Belfast
Direct: 207-230-5816
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Angela Torell
Personal Insurance
Assistant
Southwest Harbor
Direct: 207-230-5101
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Anna Moorman
Medicare, Individual Health Insurance
Producer
Rockland
Direct: 207-230-5835
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Ashley Rackliff
Personal Insurance
Client Service Associate
Camden
Phone: 207-236-4311
Ext: 311
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Bill Rafuse, AAI
Business Insurance
Producer
Waterville
Direct: 207-230-5721
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Bonnie Lewis, ACSR
Business Insurance
Producer
Southwest Harbor
Direct: 207-230-5735
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Brandy Schofield
Employee Benefits
Benefits Division Director
Camden
Direct: 207-230-5844
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Brittany Morse
Personal Insurance
Assistant
Camden
Direct: 207-230-5828
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Cale Pickford
Personal Insurance, Business Insurance
Compass Group DIrector
Camden
Direct: 207-230-5818
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Cameron Gartley, AAI
Business Insurance
Producer
Telecommute
Direct: 207-230-5814
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Carolyn Mitchell, ACSR
Personal Insurance
Assistant
Camden
Direct: 207-230-5744
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Chad Roger, CPIA, WCP
Personal Insurance
Account Executive
Waterville
Direct: 207-230-5722
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Chris Richmond, CIC, AAI, CMIP
Marine Insurance, Business Insurance
Producer
Camden
Direct: 207-230-5809
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Chris Wilson, ACSR, CPIA
Personal Insurance, Life Insurance
Account Executive
Camden
Direct: 207-230-5714
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Courtney McDonald
Business Insurance
Assistant
Camden
Phone: 207-236-4311
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Dan Bookham, AAI
Business Insurance
Senior Vice President for Business Development and Commercial Lines
Camden
Direct: 207-230-5819
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Daniel B. Wyman, JD
Employee Benefits
Producer
Camden
Direct: 207-230-5849
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Deb McDonald, CIC, ACSR
Business Insurance
Account Manager
Rockland
Direct: 207-230-5706
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Debbie Tracy
Processing
Coordinator
Waterville
Direct: 207-230-5729
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Debbie Tyler, SHRM-CP
Human Resources
Human Resources Manager
Camden
Phone: 207-236-4311
Direct: 207-230-5807
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Diane Guerette, ACSR, CISR
Personal Insurance, Business Insurance
Claims
Waterville
Direct: 207-230-5728
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Gaye Perry, CISR
Personal Insurance
Assistant
Waterville
Direct: 207-230-5708
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Greg Karlik
Group Health Insurance, Individual Health Insurance
Producer
Camden
Direct: 207-230-5842
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Heidi Kirkpatrick, CIC, CPCU, AU, AAI
Business Insurance
Account Manager
Rockland
Direct: 207-230-5709
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Holly Hill-Coombs, ACSR
Business Insurance
Account Manager
Camden
Direct: 207-230-5745
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Holly Shields, ACSR, CPIA
Personal Insurance
Account Executive
Southwest Harbor
Direct: 207-230-5737
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Ines Cross
Accounts Payable Assistant
Camden
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Jaime Hannan, ACSR, CPIA
Personal Insurance
Assistant
Rockland
Direct: 207-230-5811
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James Sanborn, CIC, CRM
Business Insurance
Producer
Waterville
Cell: 207-446-2791
Phone: 207-230-5720
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Jen Graf, CISR
Business Insurance
Processor
Waterville
Direct: 207-230-5731
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Jennifer Coffin, CPRM, ACSR
Personal Insurance
Account Executive
Camden
Direct: 207-230-5712
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Jennifer Fifield, CPIA
Interface Associate
Camden
Phone: 207-236-4311
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Jeremy Pickford, AAI, CPIA
Personal Insurance
Account Executive
Camden
Direct: 207-230-5820
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Jessica Bryant
Business Insurance
Account Manager
Camden
Direct: 207-230-5802
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Jessica Sanborn
Employee Benefits
Account Manager
Telecommute
Direct: 207-230-5701
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Jill Lang
Communications, Marketing
Marketing Director
Telecommute
Direct: 207-230-5747
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Jo-Ann Neal
Medicare, Individual Health Insurance
Producer
Camden
Direct: 207-230-5847
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Joanne Billington
Business Insurance
Producer
Rockland
Direct: 207-230-5702
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Karen Redman
Business Insurance
Account Manager
Waterville
Direct: 207-230-5717
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Karen Reed, CRIS, CPIA
Business Insurance
Producer
Camden
Direct: 207-230-5823
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Kellie Anderson
Personal Insurance
Processor
Camden
Phone: 207-236-4311
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Kerin Lindahl
Personal Insurance
Client Services Associate
Camden
Direct: 207-230-5101
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Kirsten Pomeroy
Business Insurance
Assistant
Waterville
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Kristen Baker, CISR
Personal Insurance
Account Executive
Camden
Direct: 207-230-5746
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Kristin Alley
Business Insurance
Account Manager
Remote
Direct: 207-230-5801
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Kristina Campbell, CIC, WCP, ACSR
Special Business Unit
Producer
Camden
Direct: 207-230-5825
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Laura Rowe, CIC, AAI
Business Insurance
Account Manager
Waterville
Direct: 207-230-5710
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Leann Cailler, ACSR, CPIA
Personal Insurance, Life Insurance
Account Executive
Rockland
Direct: 207-230-5713
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Lee Cabana, CIC
Medicare, Health Insurance
Producer
Waterville
Direct: 207-230-5748
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Libby Davis, ACSR
Personal Insurance
Account Executive
Belfast
Direct: 207-230-5815
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Linda Garceau
Personal Insurance
Account Manager
Waterville
Direct: 207-230-5725
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Linda St Clair, CPCU, AAI, AIS, AINS
Business Insurance
Processor
Camden
Direct: 207-230-5826
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Lori Mank
Business Insurance
Account Manager
Rockland
Direct: 207-230-5707
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Mallory Arsenault, ACSR, CPIA
Business Insurance
Account Manager
Camden
Direct: 207-230-5827
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Martha Wentworth, CIC, CRM, CPRM
Business Insurance
Producer
Waterville
Direct: 207-230-5723
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Mary Allmendinger
Personal Insurance
Processor
Waterville
Direct: 207-230-5730
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Meesha Luce, ACSR, CPIA
Personal Insurance, Life Insurance
Account Executive
Rockland
Direct: 207-230-5715
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Melissa Davenport, CIC, AAI
Business Insurance
Account Manager
Waterville
Direct: 207-230-5711
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Melissa Strout
Personal Insurance
Assistant
Waterville
Direct: 207-230-5726
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Mindy Maheu, CIC, CISR
Personal Insurance
Account Executive
Waterville
Direct: 207-230-5727
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Nick Pucello
Marine Insurance
Producer
Camden
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Nikki Castellano
Employee Benefits
Assistant
Camden
Direct: 207-230-5837
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Patrick Chamberlin, CIC
Business Insurance
Producer
Camden
Direct: 207-230-5704
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Randi Morse
Employee Benefits
Account Manager
Camden
Direct: 207-230-5845
Fax: 207-230-5895
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Sally Miles
Operations
Operations Director
Camden
Direct: 207-230-5817
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Sam Grinnell
Business Insurance
Account Manager
Camden
Direct: 207-230-5824
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Samantha Runius
Business Insurance
Processing Coordinator
Camden
Direct: 207-230-5743
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Scott Carlson
Personal Insurance
Personal Lines Director
Rockland
Direct: 207-230-5703
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Sherree Craig, CEBS
Employee Benefits
Licensed Life and Health Consultant
Camden
Direct: 207-230-5840
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Stephanie French, CMIP, ACSR
Business Insurance
Account Manager
Camden
Direct: 207-230-5830
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Susan Howland
Human Resources, Operations
Senior Vice President
Camden
Phone: 207-236-4311
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Suzanne Gilbert
Medicare, Individual Health
Assistant
Camden
Phone: 207-236-4311
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Taylor Ankers
Business Insurance
Account Manager
Camden
Direct: 207-230-5812
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Theresa Butler, ACSR
Business Insurance
Account Manager
Southwest Harbor
Direct: 207-230-5738
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Valerie Robinson, ACSR, CPIA
Business Insurance
Account Manager
Camden
Direct: 207-230-5741
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Wendy Byrd, GBDS
Employee Benefits
Account Manager
Camden
Direct: 207-230-5839
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Wendy VanAntwerp, CISR
Personal Insurance
Account Executive
Waterville
Direct: 207-230-5724
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