Proud to serve our clients for over 30 years!  

James Jackson, AIF®, CFP®, CIMA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

207-756-6116
Email |

Jackson Cousins, CFP®

Senior Vice President - Branch Director

207-772-4956
Email |

Benjamin Sicoli, CFP®

Financial Advisor

207-756-6138
Email |

M. Carole Sunday, CPFA

Vice President - Senior Financial Associate

207-756-6102
Email |

Susan Stinson

Senior Registered Client Associate

207-756-6134

Donna Orlando

Senior Client Associate

207-756-6129

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


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Wealth Strategist


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Wealth Planning Consultant


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Trust Consultant


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Insurance Consultant


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Credit Consultant


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