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.
Christopher Beaulieu
Financial Planning
Assistant
Location: Waterville
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Gene Newton
Financial Planning
Financial Paraplanner
Location: Belfast
Direct Dial: 207-230-5843
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Sarah Ruef-Lindquist, JD, CTFA
Financial Planning, Wealth Management
Financial Advisor
Location: Camden
Direct: 207-230-5848
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J. Michael Pierce, JD, CFP®
Financial Planning, Wealth Management
Company President and Treasurer | Chairman, Board of Directors | Financial Advisor
Location: Camden
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Brian Beaulieu, ChFC®
Financial Planning
Financial Advisor
Location: Belfast
Direct: 207-230-5846
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Norm Hart, CFP™, CRPC®
Wealth Management, Financial Planning
Financial Advisor
Location: Waterville
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Thomas C. Chester, CFP®, AIF®
Financial Planning, Wealth Management
Financial Advisor
Location: Camden
Direct: 207-230-5834
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Abraham Dugal
Financial Planning, Wealth Management
Financial Advisor
Location: Camden
Direct Dial: 207-230-5833
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Trisha L.H. Wadsworth
Financial Planning
Coordinator
Location: Camden
Direct: 207-230-5841
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