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Trisha L.H. Wadsworth

Trisha Wadsworth
Financial Planning
Coordinator
Location: 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 life and health insurance license in the state of Maine.

She and her husband, Coy have two grown daughters, Meesha and Ariana, two grandchildren they love to spend time with and they enjoy spending time in the Maine outdoors.

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Thomas C. Chester, CFP®, AIF®

Tom Chester Allen Financial Camden Maine
Financial Planning, Wealth Management
Financial Advisor
Location: 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. Before joining Allen Financial, he was a financial advisor at Bancnorth Investment Planning.

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 and Accredited Investment Fiduciary®.

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Sarah Ruef-Lindquist, JD, CTFA

Sarah Ruef-Lindquist, JD, CTFA
Financial Planning, Wealth Management
Financial Advisor
Location: 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 Certified Trust and Financial Advisor certification 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 board of Rockland Savings Bank, Unity College and the Maine Planned Giving Council. She and her husband live in Camden.

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J. Michael Pierce, JD, CFP®

Michael PIerce Allen Insurance and Financial
Financial Planning, Wealth Management
Company President and Treasurer | Chairman, Board of Directors | Financial Advisor
Location: Camden
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Mike graduated from Boston College and obtained his law degree at Suffolk University Law School in Boston. His prior experience includes working for the Guardian Life Insurance Company, designing and implementing employee benefit programs and 401(k) plans for businesses throughout New England. Before joining Allen Financial in March 1998, he was a financial consultant at Coopers & Lybrand, LLP (now PriceWaterhouseCoopers, LLP), Boston, Mass., in its tax and financial planning division. Mike is a CERTIFIED FINANCIAL PLANNER™ Professional.

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Gene Newton

Gene Newton Allen Insurance and Financial
Financial Planning
Financial Paraplanner
Location: Belfast
Direct Dial: 207-230-5843
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Gene Newton attended local schools and graduated from Belfast Area High School. After attending the University of Rochester and living in the greater Boston area for 10 years, he returned home to Maine in 2005 to raise a family.

Gene’s hobbies include drag racing, coaching youth sports, and most importantly, spending time with his family.

Gene's financial services industry experience includes time at Putnam Investments, Mercer Consulting, and MePERS and has been with Allen since 2007.

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Brian Beaulieu, ChFC®, AIF®

Brian Beaulieu Allen Insurance and Financial
Financial Planning
Financial Advisor
Location: Belfast
Direct: 207-230-5846
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Brian is a Chartered Financial Consultant® and Accredited Investment Fiduciary® Designee who believes that working with clients to help solve their financial concerns is meaningful and important work.

A native of Brewer and a graduate of the University of Maine in Orono, Brian worked in Florida as director of wealth management for Riverside Bank of the Gulf Coast, as a financial consultant for Union Trust in Maine, and as Manager of Financial Services for Prudential Financial.

Working at Allen Insurance and Financial is a kind of homecoming for Brian. In 1990, his father, Gary, joined the company as its first financial consultant, playing a key role in establishing financial services as an integral part of the company.

Outside of work, Brian enjoys hunting, fishing, hiking, playing golf and coaching soccer. He and his wife, Dawn, have four children.

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Abraham Dugal

Abraham Dugal
Financial Planning, Wealth Management
Financial Advisor
Location: Camden
Direct Dial: 207-230-5833
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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.

Abe worked in the financial services industry in the Boston area for almost 10 years before returning home to Midcoast Maine. Prior to joining Allen Insurance and Financial, he worked for nearly seven years at Cambridge Associates (C|A), a global investment management firm holding positions focused in portfolio analysis, operations and portfolio risk oversight.

Most recently 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.

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 and Chair of the Rotary Club of West Bay Satellite and serves on the Finance Committee for Midcoast Habitat for Humanity.

Abe, his wife, Anna, and their son live in Camden.

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Christopher Beaulieu

Christopher Beaulieu
Financial Planning
Assistant
Location: Waterville
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Financial Planning Assistant Christopher Beaulieu is the third generation of his family to work in the financial planning division of Allen Insurance and Financial. His father Brian is a financial planner in our Belfast office and his grandfather Gary, now retired, was our company's first financial planner, back in the 1980s.

Chris is based in Waterville and works with Norm Hart in our office there.

Now a Waterville resident, Chris is a graduate of Belfast Area High School and a student at the University of Maine in Augusta. Outside of work, Chris enjoys playing soccer, running and biking as well as spending time camping, hiking, hunting and fishing in the Maine outdoors.