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®

Associate Vice President - Financial Advisor

207-756-6138
Email |

M. Carole Sunday, CPFA®, CRC®

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.

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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


Let's start the conversation

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