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Kellie Doolen

Kellie Doolen
Scanning Associate
Camden
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Kellie Doolen joined Allen Insurance and Financial in November 2019. A native of Houlton, Kellie is a graduate of the University of Maine. She brings 15+ years of retail management and customer service experience to our company.

Kellie says she is looking forward to a long career in the insurance industry and is especially happy to be working for an employee-owned company.

Outside of work, when she is not rooting for her son and his team at a sporting event, Kellie enjoys spending time outdoors with her family. She is particularly fond of water sports, including swimming, paddle boarding and kayaking. And, she is a lifetime fan of the Boston Celtics.

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Patrick Chamberlin, CIC

Patrick Chamberlin, CIC
Business Insurance
Producer
Camden
Direct: 207-230-5704
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A native of Thomaston, now living in Rockland, Patrick Chamberlin is a graduate of Georges Valley High School and Husson University. Before he was a business insurance professional, he spent 12 years working as a commercial fisherman. He joined our company in May 2019.

As a member of the business insurance team at Allen Insurance and Financial of Camden, Patrick is focused on helping clients with comprehensive risk management strategies. He enjoys his work because he can be outdoors often and has the opportunity to work with people who are at the center of the state's economy – Maine business owners.

Patrick became a Licensed Insurance Consultant in August 2023. He also maintains the designation of Certified Insurance Counselor, which he first earned in 2021.

Patrick's commitment to his community started in high school with his experience as a Eagle Scout in his hometown. Today he is a Rockland Rotarian and a member of the board of directors of the Pope Memorial Humane Society in Thomaston.

Outside of work, Patrick enjoys hiking, backcountry skiing and any time in or around the water, as well as spending time with his wife and their two dogs, Cosmo and Chuck.

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Nikki Castellano

Nikki Castellano
Employee Benefits
Assistant
Camden
Direct: 207-230-5837
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Nikki Castellano joined our company in 2019. A native of Pleasant Valley, N.Y. and graduate of Newbury College in Boston, her work supports the Allen Insurance benefits division staff.

Outside of work, Nikki, who lives with her family in Camden, is active in her community, currently serving as the marketing coordinator for Megunticook Rowing, a Camden organization in which her sons are active.

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Wendy Byrd, GBDS

Wendy Byrd
Employee Benefits
Account Manager
Camden
Direct: 207-230-5839
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Wendy Byrd of Livemore Falls joined Allen Insurance and Financial as an account manager in the company’s insured benefits division in July 2017.

Wendy is a graduate of the University of Maine, and holds a Maine license as a Life and Health Producer. Wendy is also a certified benefits account manager by the National Association of Health Insurance Underwriter (NAHU).

The NAHU Benefits Account Manager Certification provides account manager professionals with an understanding of the complex and critical role an account manager plays in the health and benefits arena.

In July 2022, Wendy earned the Group Benefits Disability Specialist designation from the Hartford School of Insurance.

Outside of work Wendy enjoys reading, gardening and spending time with her family.

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Valerie Robinson, ACSR, CPIA

Valerie Robinson
Business Insurance
Account Manager
Camden
Direct: 207-230-5741
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Valerie Robinson has been with Allen Insurance and Financial since 2007. She enjoys the constant challenge of working in our business insurance division. She has earned both the Accredited Customer Service Representative and Certified Professional Insurance Agent designations.

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Trisha Hill

Trisha Hill
Investment Planning, Wealth Management
Coordinator
Camden
Direct: 207-230-5841
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Trisha has been with Allen Financial since 2003. She started with our company as a licensed customer service representative in our benefits division and was promoted to lead financial assistant, working with company President J. Michael Pierce. As a broker-dealer coordinator, Trisha coordinates our broker/dealer activities through Commonwealth Financial Network and provides direct client service in the financial and retirement planning areas.

Trisha has her state of Maine life and health insurance license.

She loves spending time with her daughter and two grandchildren and enjoying the Maine outdoors.

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Thomas C. Chester, CFP®, AIF®, CPFA®

Thomas C. Chester, CFP®, AIF®, CPFA®
Investment Planning, Wealth Management
Financial Advisor
Camden
Direct: 207-230-5834
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Tom graduated from the University of Massachusetts/Lowell with a BS in business administration and a concentration in marketing. He joined Allen Financial in 2005.

Working in Midcoast Maine, Tom helps clients work toward their financial goals from retirement and wealth management to insurance and other savings needs. Tom also spent six years at Eaton Vance Wealth Management, a financial services firm in Boston, where he worked with many clients throughout the Mid-Atlantic area.

Tom has FINRA Series 6, 7, 63, and 66 registrations; he is a CERTIFIED FINANCIAL PLANNER™ Professional, an Accredited Investment Fiduciary® and a Certified Plan Fiduciary Advisor.

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Stephanie French, CMIP, ACSR

Stephanie French
Business Insurance
Account Manager
Camden
Direct: 207-230-5830
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An account manager in our marine insurance division, Stephanie joined the Allen team in 2010.
Stephanie holds a bachelor's degree in public administration as well as a certificate in human resources. She holds both the Certified Marine Insurance Professional and the Accredited Customer Service Representative designations.

Stephanie lives in Camden with her husband. She is an active member of a number of local organizations including the Camden Area Business Group and the Camden Rotary Club; she serves on the board of directors of both organizations. Outside of work Stephanie enjoys spending time at the family camp and exploring northern Maine by snowmobile in the winter.

Stephanie lives in Camden with her husband. She is a member of the Camden Select Board and an active member of a number of local organizations including the Camden Area Business Group and the Camden Rotary Club; she serves on the board of directors of both organizations. Outside of work Stephanie enjoys spending time at the family camp and exploring northern Maine by snowmobile in the winter.

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Sherree Craig, CEBS

Sherree L. Craig, CEBS
Employee Benefits
Licensed Life and Health Consultant
Camden
Direct: 207-230-5840
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Sherree Craig is a lifelong Mainer and knows employee benefits inside and out.  After graduating from the University of Maine at Orono with a BA in journalism and broadcasting, she began working for Blue Cross and Blue Shield of Maine and obtained her life and health license, specializing in group medical insurance plans working with hundreds of businesses across the state.

In 1998, Sherree joined Allen Insurance as an Employee Benefit Specialist. She is now a Licensed Life and Health Consultant, working with clients on their medical, life, dental and disability plans.

Sherree works with employers to ensure compliance, develop creative benefit plans, and implement alternative funding. Focusing on the cost management payoffs of disease management and wellness planning, enabling employees to be engaged with their benefit plans, she helps to move client plan results in a favorable direction.

In 2004, Sherree obtained her Certified Employee Benefits Specialist (CEBS) designation through the International Foundation of Employee Benefit Plans and the Wharton School of Business. She continues studies with this program, achieving fellowship status for several bienniums since 2006.

In 2018, Sherree earned an advanced certification in self-funding from the national Association of Health Underwriters.  The NAHU Advanced Self-Funding Certification ensures knowledge of regulatory concerns, service model options, cost-containment strategies and underwriting concepts necessary for providing advice and direction on employer self-funded health plans.

Sherree is active in the Midcoast SHRM chapter as well as the Rockland Rotary Club. She and her husband live in South Thomaston.

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Sarah Ruef-Lindquist, JD, CTFA

Sarah Ruef-Lindquist, JD, CTFA
Investment Planning, Wealth Management
Financial Advisor
Camden
Direct: 207-230-5848
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Sarah believes sound, thoughtful planning is a gift we give ourselves, our families and our community.

She is a lawyer and seasoned non-profit executive who has worked with dozens of organizations to build fiscal efficiency, planned giving programs and endowments. Sarah has also worked with individuals and families as a philanthropic advisor and senior trust officer. She holds the American Bankers Association Certified Trust and Fiduciary Advisor certification (CTFA) and FINRA Series 7 and 66 registrations through Commonwealth Financial Network.

Sarah joined Allen Insurance and Financial in Camden in 2016 and focuses on endowment building through planned giving, wealth management and estate planning with special attention to women’s planning needs. Sarah serves on the boards of Rockland Savings Bank and the Hurricane Island Center for Science and Leadership. She and her husband live in Camden.

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