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Trisha Hill

Trisha Hill
Investment Planning, Wealth Management
Financial Assistant & Broker/Dealer Coordinator
Camden
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Trisha came to Allen Insurance and Financial in 2003 following 15 years of employment with Nautica/Van Baalen. She began her career with our company as a licensed health and life insurance salesperson and customer service representative in our Insured Benefits Division. In 2006, Trisha was promoted to lead Financial Assistant and Broker-Dealer Coordinator, working closely with company President, J. Michael Pierce. As lead financial assistant and 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.

She loves spending time with her daughter and two grandchildren as well as painting, reading and 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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Theresa Butler, ACSR

Theresa Butler
Business Insurance
Account Manager
Southwest Harbor
Direct: 207-230-5738
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Theresa joined our company in 2016. She enjoys being part of a team which works hard every day to provide top-notch service and support to our business insurance customers. She earned her Accredited Customer Service Representative in Commercial Lines designation in July 2023.

A native of Bass Harbor and a graduate of Mount Desert Island High School and Bay Path College. Outside of work, she enjoys spending time with family in the Maine outdoors.

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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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Scott Carlson

Scott Carlson Allen Insurance and Financial
Personal Insurance
Personal Lines Director
Rockland
Direct: 207-230-5703
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Scott Carlson joined our company in 2011. He volunteers on the board of the Merryspring Nature Center and for the Midcoast Maine Chapter of the New England Mountain Bike Association. He lives in Union.

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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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Samantha Runius

Samantha Runius
Business Insurance
Processing Coordinator
Camden
Direct: 207-230-5743
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Sam joined our company in 2008. Sam enjoys spending time with friends and family, especially activities that allow her to spend time outdoors (and her dogs like that, too). She lives in Rockland.

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Sally Miles

Sally Miles, Allen Insurance and Financial
Operations
Operations Director
Camden
Direct: 207-230-5817
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As operations director, Sally Miles oversees daily workflows, manages systems and processes and supports efficiency across departments to help our property & casualty divisions run smoothly and meet business goals. Sally has been a member of the Allen team since June 2014.

A native of Belfast and a graduate of the University of Maine in Orono (BS-Business Administration), Sally is a licensed property & casualty and life & health insurance producer in Maine. Sally started her career with Allen in commercial insurance sales and in December 2022 was named Operations Director for our company.

Sally is a member of the Maine Bureau of Insurance's Continuing Education Advisory Committee, reviewing continuing education courses and advising on program standards and improvements.

Like many of our staff, Sally has served her local Rotary Club (Belfast, from 2015-2025). Outside of work, Sally enjoys reading, physical activity, and spending time with family.

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Rachel Smith

Rachel Smith
Bookkeeper
Camden
Direct: 207-230-5806
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Rachel’s job may keep her in the background at our agency, but her work is an important part of everything we do. A native of Pittsfield and a graduate of the University of Maine, Rachel has been with our company since July 7, 2007 (the specific date  –  07/07/07  – is worth mentioning since Rachel is a numbers person).

Rachel lives in Camden with her family. Her interests outside the office include projects around the house, playing the keyboard, taking a tap dance class and watching her children play sports and do their activities.