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Caitlin Harrington

Caitlin Harrington
Investment Planning, Wealth Management
Retirement Plan Coordinator
Camden
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Caitlin Harrington joined our company in August 2023 in the newly-created position of retirement plan coordinator.

During her career in finance and non-profit management over the past 20 years, Cait has always enjoyed helping people. She will be assisting Allen Financial advisors on client retirement savings plans.

She says: “Everyone has dreams of what their retirement years will look like, and I get to play a small part in helping them plan for that future.”

Cait has a degree in accounting from the University of Maine and holds the Certified Professional designation from the Society for Human Resource Management (SHRM-CP).

Cait and her husband have three children and two Great Danes. They live in Cait’s hometown of Appleton. She and her dog Wren are part of a dog agility group and she enjoys attending her son’s football and basketball games.

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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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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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J. Michael Pierce, JD, CFP®

J. Michael Pierce
Investment Planning, Wealth Management
Company President and Treasurer | Financial Advisor
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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Brian Beaulieu, ChFC®, AIF®

Brian Beaulieu, ChFC®, AIF®
Investment Planning, Wealth Management
Financial Advisor
Belfast, Waterville
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. More recently his son Christopher (3rd generation) has joined the team as a financial advisor.

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

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Abraham Dugal, CFP®

Abraham Dugal
Investment Planning, Wealth Management
Director of Investment Management, Financial Advisor
Camden
Direct: 207-230-5833
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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 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.

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Christopher Beaulieu

Christopher Beaulieu
Investment Planning, Wealth Management
Assistant
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.

Now a Waterville resident, Chris is a graduate of Belfast Area High School and a graduate of 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.