Brian Beaulieu, ChFC®, AIF®
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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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Brandy Schofield
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Brandy Schofield

Brandy Schofield
Employee Benefits
Benefits Division Director
Camden
Direct: 207-230-5844
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Brandy brings hands-on experience to the challenges faced by our clients responsible for human resource issues and their company's health insurance plans. Brandy joined our company in 2007 and is licensed as a life and health producer. In 2016, she earned a Consumer Directed Health Care certification from the National Association of Health Insurance Underwriters. She was an account manager in the benefits division before being named director in 2024.

Brandy is a graduate of Husson College where she studied business administration. Before joining Allen Insurance and Financial, Brandy was a human resources manager for Kindred Healthcare, helping employees with all of their employee benefit needs. Before that, she worked for Eastern Maine Medical Center in the billing department where she helped patients resolve claim issues with commercial insurance carriers.

Bonnie Lewis
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Bonnie Lewis, ACSR

Bonnie Lewis
Business Insurance
Producer
Southwest Harbor
Direct: 207-230-5735
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Bonnie Lewis is a Mount Desert Island native with more than three decades of insurance experience. She is a graduate of Mount Desert Island High School and attended the University of Maine.

Bonnie joined our company in 2012 and enjoys working with the business people and fishermen of Mount Desert Island. She earned her Accredited Customer Service Representative designation in 2024. Bonnie resides in Bass Harbor and has three daughters and three granddaughters.

Anna Moorman
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Anna Moorman

Anna Moorman
Medicare, Individual Health Insurance
Producer
Rockland
Direct: 207-230-5835
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Anna started her career in insurance in 2005, but went on to work in the non-profit sector with a focus on public health and advocacy. She returned to insurance in 2012 when she joined our company and has been able to apply many of the skills she learned working in advocacy to the work she does at Allen Insurance. In June 2022, she became a licensed life & health insurance consultant in Maine.

As a way of giving back to the community she loves, Anna is serving on the board of the Maine Women’s Network and has enjoyed helping women leverage their careers through the opportunities provided by this organization.

Anna is a Thomaston native and lives with her husband and two children in her hometown. Outside of work, she enjoys camping and traveling with her family and beloved Boston Terrier, Tillie.

Abraham Dugal
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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 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.

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Christopher Beaulieu
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Christopher Beaulieu

Christopher Beaulieu
Investment Planning, Wealth Management
Financial Advisor
Waterville
Phone: 207-872-8900
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Financial Advisor 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.

Rebecca Robinson
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Becky Robinson

Rebecca Robinson
Specialty: Marine Insurance, Business Insurance
Account Manager
Telecommute
Direct: 207-230-5829
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Becky Robinson, a native of New Mexico, joined Allen in 2004, bringing with her almost two decades of insurance experience. Now living in Standish with her husband, Becky is a customer service representative who enjoys the unique challenge of meeting the needs of Allen's growing group of marine clients. Outside of work she enjoys reading and gardening.

Amanda Heal.
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Amanda Heal

Amanda Heal.
Business Insurance
Processor
Rockland
Phone: 207-236-4311
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Amanda, a Rockland native, joined our company in 2015. She lives in Warren with her family. Outside of work, she enjoys being at home with her family, watching the Red Sox and camping in the summer.

Amanda Corson
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Amanda Corson, CIC, ACSR, AAI

Amanda Corson
Personal Insurance
Account Executive
Southwest Harbor
Direct: 207-230-5732
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With our company since July 2014, Amanda's decades years of experience in our industry supports her distinct ability to get to know clients, understand their specific needs and find the right insurance products to meet those needs.

A Bar Harbor native, Amanda is a graduate of MDI High School and the University of Maine in Orono. She holds the ACSR (Accredited Customer Service Representative) and AAI (Accredited Advisor in Insurance) designations and in 2019, Amanda earned her Certified Insurance Counselor designation from the National Alliance of Insurance Education & Research.

Amanda lives with her family in Trenton. Outside of work, she enjoys experiencing the Maine outdoors, especially hiking.

Amy Bowen, AAI, ACSR, CPIA
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Amy Bowen, AAI, ACSR, CPIA

Amy Bowen, AAI, ACSR, CPIA
Business Insurance
Account Manager
Belfast
Direct: 207-230-5816
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Amy Bowen grew up in Belfast, attended Belfast High School, the University of Maine at Machias and Beal College in Bangor, receiving a degree in management. She became an Allen employee-owner in 2013 and holds the Accredited Adviser in Insurance, Accredited Customer Service Representative and Certified Professional Insurance Agent designations. Amy lives in Swanville and is involved in the community through various organizations.

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