Peter C. Van Alstine, CPA, ChFC
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Peter graduated from the University of Vermont in 1966. Since then, he has been employed in the world of finance. After a one-year stint as a cost accountant and contract administrator, he joined the international accounting firm of Ernst & Ernst (now Ernst & Young). During four and a half years with Ernst & Ernst, he audited firms in many different industries and became a Certified Public Accountant. In 1972, he joined Diversified Communications, Inc., of Camden as their vice president of finance and treasurer. While with D.C.I., he was responsible for all employee benefits and other insurance for a company that had over 200 employees throughout the U.S. In July 1978, Peter started his own business in insurance and financial services, which merged with the Allen Agency Financial Services Department in January 2001 to become Allen/Van Alstine Financial Group. Peter is on the Board of Directors of Allen Agency and is a former board member and treasurer of Northeast Health (NEH), the healthcare delivery system in midcoast Maine. He is a life and qualifying member of the Million Dollar Round Table^®, a Chartered Financial Consultant (ChFC) and an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser.

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J. Michael Pierce, JD, CFP^®
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Mike is the COO of the Allen Financial Group. He is a graduate of Boston College and obtained his law degree at Suffolk University Law School in Boston, MA. 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. Prior to joining the Allen Financial Group in March 1998, he was a consultant for Coopers & Lybrand, LLP (now PriceWaterhouseCoopers, LLP), Boston, MA, in their tax and financial planning division. Mike is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Million Dollar Round Table®, and a member of the Board of Directors and President of the Penobscot Bay YMCA, a Trustee of the Camden Public Library, past President of the West Bay Rotary Club in Camden, ME, and past Director of the MONEY Athletic Foundation.  Mike is also an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser.

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Daniel B. Wyman, JD
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Dan graduated from Williams College and the University of Maine School of Law, where he was an editor of the Maine Law Review.  He practiced law with the firm of Richardson & Troubh in Portland, specializing in litigation and insurance law, and represented insurers and employers throughout Maine. His clients included Bath Iron Works, Scott Paper Company, Hanover Insurance, and Liberty Mutual, and he argued cases before the Maine Supreme Court and the U.S. First Circuit Court of Appeals. Dan then spent several years as an instructor and licensed captain with the Hurricane Island Outward Bound School, working in the programs from Penobscot Bay to the Florida Keys. He is a member of the Board of Directors of the Georges River Land Trust.

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Thomas C. Chester
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Tom graduated from the University of Massachusetts-Lowell with a Bachelor of Science Degree in Business Administration and a concentration in Marketing. Before joining the Allen Financial Group, he was a financial advisor at Bancnorth Investment Planning. Working in Midcoast Maine, Tom helped 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, along with a life and health insurance producer license, and is an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser. Tom currently lives in Lincolnville with his wife Jessica, daughter Paige, son Reid, their two cats and a dog.

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Christopher Jacques
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Chris graduated from the University of Southern Maine with a liberal arts degree in History and went on to earn a Master of Science Degree in Business from Husson College.  Chris previously worked as employee benefits account executive for Anthem BC/BS, the country's largest health insurer.  In this role he was responsible for selling and servicing the needs of approximately 1600 group customers throughout the State of Maine.   Mr. Jacques is licensed as a Life and Health producer in Maine and New Hampshire and is a member of the Sigma Beta Delta national honor society in Business, Management and Administration.  He is also an active volunteer at his church and local rotary club.  Chris is a past Saco City Councilor and is currently on the board of Directors for both the Biddeford Saco Chamber of Commerce and Rotary Club of Saco Bay.  Chris resides in Saco with his wife Susan and two children, Noah and Molly.

Rick Bagnall
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Rick was born in the Mid-West and moved to California as a teenager. He excelled in sports as a youth, leading him to a full-ride Student/Athlete Scholarship to UC Berkeley. After managing a local beverage distribution center, managing a leasing company, and owning two Franchise Baskin and Robbins Ice Cream stores Rick moved with his family to Maine in search of good community and great schools. Rick and his wife fell in love with Maine and think the community is incredible. Rick loves working with and helping people. He never thought he would enjoy the insurance industry, but the claims and the process of helping people is a joy that he has embraced. Rick feels customer service is important and what he represents. For Rick, building lasting relationships and knowing that he can and will help his friends and neighbors out in a time of crisis matter. He truly feels that this comes from his sports background. Rick has been and will continue to be involved with coaching, organizing sports, rotary, town events, fundraisers and other community involvement.

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Sherree L. Craig, CEBS
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Sherree is a 1984 graduate of the University of Maine at Orono. She holds a B.A. in both Journalism and Broadcasting. After a brief career with Gold Communications as a network engineer, she accepted a position with Blue Cross Blue Shield of Maine in 1985. In 1986, she obtained her State of Maine License in Life and Health Insurance, specializing in group medical insurance plans. In February of 1998, she joined the Allen Agency as employee benefits specialist, and is now the Insured Benefits Manager for the Allen Financial Group. In 2004, she obtained her Certified Employee Benefits Specialist (CEBS) designation through the Wharton School of Business and the International Foundation of Employee Benefits. She continues her studies with these organizations today, and earned her fellowship in the International Society of Certified Employee Benefit Specialists in 2006. She also is active with the Society for Human Resource Management (SHRM), the Mid Coast Builders Alliance, the National Association of Insurance and Financial Advisors, the National Association of Health Underwriters and served as President of the Rockland Rotary Club from 2005-2006. A lifelong Maine resident, she and her husband, Rob, live in South Thomaston.

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Scott Fletcher, CLU, ChFC, CFP^®
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Scott Fletcher was raised in Richmond, Virginia. He graduated from Baylor University, in Waco, Texas. Upon graduation, Scott started his career in banking with a regional bank while beginning work on his Masters in Finance with Hardin Simmons University in Abilene, Texas.

After extensive work with a major multi-line insurance company, including owning an agency and moving into management, Scott started his work in the securities arena. Registered since 1998, Scott has worked for two major investment houses, including A.G. Edwards and Sons, and Morgan Stanley. His background, which includes an array of experiences in financial services, provides an in-depth understanding of the needs retirees and other individuals face in today's complex world. Scott is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser.

In 1990, Scott added to his education by completing his Chartered Life Underwriting (CLU) designation, then adding the Chartered Financial Consultant (ChFC) designation in 1995. He then completed the CERTIFIED FINANCIAL PLANNER™ certification in 2007.

Scott and his wife, Kathy, live in Rockport, Maine. He and his wife have four children, two of which are now in college. Scott enjoys creative writing, hiking, kayaking, and biking.

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Barbara MacRae, GBA
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Barbara has been working all lines of insurance since 1980 and has specialized as a group benefits customer service person since 1995. She is the point person for Medicare coordination claim problems and handles group benefits customer service and sales support. Barbara received her Group Benefits Associate designation from the Wharton School at the University of Pennsylvania in March, 2005 and is taking additional courses in pursuit of the Certified Employee Benefits Specialist designation. 

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Trisha Hill
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Trish has been with the Allen Financial Group for five years and joined our firm after a long tenure with Nautica, Inc. Trish coordinates our broker/dealer activities through Commonwealth Financial Network and provides direct client service in the financial and retirement planning areas.

Trish currently has her life and health insurance license in the State of Maine and is currently working to acquire her CEBS (Certified Employee Benefits Specialist) designation and her FINRA Series 6 (Investment Company Products/Variable Contracts Representative).

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Barbara Murray
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Barbara is a Rockland native who is a graduate of Rockland District High School and has an Associate of Science degree in Secretarial Science from Casco Bay College in Portland. She has 15 year of experience in the Midcoast business community, including a lengthy tenure at the former Nautica Enterprises as a human resources assistant. When she is not at work, she has another full time job; mom to her hockey playing 10-year-old son. She's also involved in parent-teacher activities in the Rockland schools. She also enjoys gardening and working outdoors.

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Brandy Schofield
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Brandy graduated from Husson College in 1999 with a degree in International Business. She most recently worked as a Human Resources Manager for Kindred Healthcare, helping employees with all of their employee benefit needs. Prior to that, she worked for Eastern Maine Medical Center in the billing department where she helped patients resolve claim issues with commercial insurance carriers. She brings hands on experience to the problems experienced by our clients responsible for Human Resource issues. Brandy is licensed as a Life and Health producer in the State of Maine and is currently working on acquiring her GBA (Group Benefits Associate) designation.

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Gene Newton
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Gene Newton joined the Allen Financial Group as a Paraplanner. He grew up in the area, attended Belfast Area High School, and is a graduate of the University of Rochester, in NY. After college, Gene spent nearly ten years in the Boston area. His experience includes direct sales and also working in the financial services industry at both Putnam Investments and Mercer Consulting. Gene returned to Maine and spent the past few years working for the Maine State Retirement System. Gene and his wife Terry, daughter Michaela, and son Reilly have settled in Belmont. His hobbies include drag racing, watching the Red Sox and movies in his home theater room, and spending time with his family.

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Donna Fancy
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Donna joined the Allen Financial Group in July 2008 to support the group benefits customer service area.A former landscape gardener, she is enjoying the challenge of learning the group benefits business while studying accounting at the University of Maine in Augusta.She lives in Belfast with her husband and two dogs.

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CFP^®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.