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 unique strengths to the table. More importantly, we share a core set of values: 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 by providing outstanding and personalized client service. We’re here for our clients and put their needs first, always. We understand the value of working as a team to obtain the best results. We want nothing more than to see our clients reach their dreams.

Erica Bly

Erica Bly

Chief Compliance Officer, Client Relationship Manager

207.774.6552

207.775.2969

Ben Daigle

Ben Daigle

Vice President - Wealth Advisor

207.774.6552

207.775.2969

F.J. "Terry" Davies, CDFA®

F.J. "Terry" Davies, CDFA®

Vice President - Wealth Advisor

207.774.6552

207.775.2969

Jason Foster

Jason Foster

Vice President - Senior Wealth Advisor

207.774.6552

207.775.2969

Jake  Kenyon, CFP®

Jake Kenyon, CFP®

Vice President - Wealth Advisor

207.774.6552

207.775.2969

Carrie Luke

Carrie Luke

Client Relationship Administrator

207.774.6552

207.775.2969

Karen Mangino

Karen Mangino

Operations Specialist

207.774.6552

207.775.2969

Tracy Rogers

Tracy Rogers

Vice President - Senior Wealth Advisor

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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