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Lee Cabana

Lee Cabana
Medicare, Health Insurance
Producer
Waterville
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Lee works with individuals on their health insurance needs, specializing in Medicare, individual health and life insurance. As a licensed insurance consultant, Lee’s job is to place our customer’s interests above all else, including Allen’s interests and the insurers’ interests.

A graduate of the University of Maine in Farmington, Lee has lived around the world, was an executive with the American Red Cross and owned a bed and breakfast inn with this wife, Nancie, before starting his insurance career with GHM Agency in in Waterville in 1997 and continuing today as a co-owner at Allen Insurance and Financial.

His current passion is volunteering with his local credit union − a tradition started by his dad. When not at work or volunteering, he’s always up for a family visit to the coast in search of Maine’s best lobster roll.

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Greg Karlik

Greg Karlik
Group Health Insurance, Individual Health Insurance
Producer
Camden
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Greg Karlik joined our company in October 2022 to work with individual and group health insurance clients.

Following a three decades-long career in the television broadcasting industry, since 2019 Greg has been a licensed insurance professional in the individual health insurance market place, helping customers manage and better understand, what, for many, is a stressful decision-making process.

He is a graduate of the University of Vermont and the University of San Francisco, where he earned a Master of Business Administration.

Here at Allen, he plans to provide a consultative service to individuals and small business owners who are seeking guidance on health and benefit solutions.

Greg and his family live in Northport. Outside of work, he enjoys spending time with his wife, their children and two dogs as well as taking baby steps with home gardening and restarting a long-dormant passion for alpine skiing.

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Jo-Ann Neal

Jo-Ann Neal
Medicare, Individual Health Insurance
Producer
Camden
Direct: 207-230-5847
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Jo-Ann joined Allen Insurance and Financial in May 2013 as an employee benefits account manager, bringing with her 10+ years of human resources and benefit administration experience.

She is a people-person, an important trait when working with clients on matters as important and detailed as health insurance. In 2016, she earned a Benefit Account Manager certification from the National Association of Health Insurance Underwriters and became appointed to work with customers on Medicare plans.

She and her husband live in Nobleboro. They have two grown daughters. Outside of work, Jo-Ann enjoys camping with her husband as well as reading, quilting and making stained glass. Among her co-workers, Jo-Ann is known for her superior baking and candy-making skills.

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Anna Moorman

Anna Moorman
Medicare, Individual Health Insurance
Producer
Camden
Direct: 207-230-5835
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Anna works with clients on their individual health insurance, including Medicare and the Affordable Care Act. A graduate of University of Southern Maine (magna cum laude), Anna holds a Master Certificate in Project Management from the University of New England. She joined our company in 2012. In June 2022, she became a licensed life & health insurance consultant in Maine.

Anna lives with her family in her hometown of Thomaston. Outside of work, she enjoys spending time with friends and family. Most Sundays you will find Anna in the kitchen, cooking.