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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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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.

Abe works with individuals, families, business and non-profit organizations providing investment management, risk management and financial planning services aligned with helping them to meet their financial goals. He joined our company in 2015 and in 2024 was named the Director of Investment Management.

A native of Lincolnville, Abe is a graduate of Camden Hills Regional High School and Babson College in Wellesley, Mass., where he majored in business management with a concentration in finance. He holds FINRA Series 66 and 7 securities licenses and is a CERTIFIED FINANCIAL PLANNER™ professional.

Abe worked in the financial services industry in the Boston area for almost 10 years before returning home to Midcoast Maine in 2015. Prior to joining Allen Insurance and Financial, he was Director of U.S. Investment Operations for C|A overseeing a department of 45 staff in four offices serving more than 300 foundation, endowment, pension, and private wealth clients. He also worked for nearly two years at Fidelity Charitable, the largest donor advised fund in the U.S.

Outside of work, Abe enjoys all the Midcoast has to offer with his family, from the ocean and hiking trails to the museums and restaurants. He currently serves as Treasurer of the Board of Directors for Five Town Little League, is a founding member of the Rotary Club of West Bay Satellite, serves on the Finance Committee for Midcoast Habitat for Humanity, and coaches youth sports locally. Abe, his wife, Anna, and their son live in Camden.