No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive financial planning process for managing your financial life and creating a long-term plan customized to your needs.
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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