Broker Check

Get to Know Us

At our firm, we have the client—and only the client—in mind.

Meet our team.

Each and every member of our team brings individual strengths to the table. More importantly, they bring a set of values that our firm stands for: honesty, integrity, discernment, balance, respect, confidence, a strong work ethic, and a genuine commitment to people and community.

We’re here for you.

We started small and have grown in size over the years. What hasn’t changed is our desire to deliver outstanding and personalized client service. We’re here for clients and put their needs first, always. We work well as a team, all pitch in toward the advancement of our firm, and want nothing more than to see our clients reach their dreams.

Tracy Rogers

Tracy W. Rogers

Vice President - Portfolio Manager

207.774.6552

207.775.2969

Stephen Eddy

Stephen L. Eddy

Vice President – Fiduciary Consultant

207.774.6552

207.775.2969

Jason Foster

Jason E. Foster

Vice President - Portfolio Manager

207.774.6552

207.775.2969

Ben Daigle

Ben Daigle

Portfolio Manager Associate

207.774.6552

207.775.2969

F.J. Davies

Terry Davies

Vice President - Portfolio Manager

207.774.6552

207.775.2969

Erica Bly

Erica Bly

Portfolio Manager Associate

207.774.6552

207.775.2969

Jake  Kenyon

Jake Kenyon

Portfolio Manager Associate

207.774.6552

207.775.2969

Mary Ellen  Carignan

Mary Ellen Carignan

Administrative Assistant

207.774.6552

207.775.2969

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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