Carly Roberts No Comments

Thomas C. Chester, CFP®, AIF®

Tom Chester Allen Financial Camden Maine
Financial Planning, Wealth Management
Financial Advisor
Location: Camden
Direct: 207-230-5834
email hidden; JavaScript is required

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®.

ADV 2b brochure

Broker Check
Carly Roberts No Comments

Sarah Ruef-Lindquist, JD, CTFA

Sarah Ruef-Lindquist, JD, CTFA
Financial Planning, Wealth Management
Financial Advisor
Location: Camden
Direct: 207-230-5848
email hidden; JavaScript is required

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.

ADV 2b brochure

Broker Check
Carly Roberts No Comments

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
email hidden; JavaScript is required

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.

ADV 2b brochure

Broker Check
Carly Roberts No Comments

Abraham Dugal

Abraham Dugal
Financial Planning, Wealth Management
Financial Advisor
Location: Camden
Direct Dial: 207-230-5833
email hidden; JavaScript is required

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.

Broker Check