Peter C. Van Alstine | J. Michael Pierce | Daniel B. Wyman | Thomas C. Chester | Rick Bagnall | Sherree L. Craig | Christopher O. Guptill | Scott Fletcher | Barbara MacRae | Trisha L.H. Wadsworth | Barbara Murray | Brandy Schofield | Gene Newton | Donna Fancy | Theresa Kavanaugh | Michael Bracher
 | J. Michael Pierce, JD, CFP®
E-mail Mike Mike is the COO of Allen Financial. He graduated from 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 financial consultant at Coopers & Lybrand, LLP (now PriceWaterhouseCoopers, LLP), Boston, MA, in its tax and financial planning division. Mike is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary®, a member of the Million Dollar Round Table®, and a member of the Board of Directors and past President of the Penobscot Bay YMCA, a past 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. Mike and his wife, Kate, a local veterinarian, enjoy the active Maine outdoor lifestyle and spending time with their three children, Ella, Lincoln, and Cormac.
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 | 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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 | 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, CFP®
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Tom graduated from the University of Massachusetts Lowell with a Bachelor of Science in Business Administration and a concentration in marketing. Before joining Allen Financial, he was a financial advisor at Bancnorth Investment Planning. Working in Mid Coast 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; he is a CERTIFIED FINANCIAL PLANNER™ professional, has a life and health insurance producer license, and is an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser. Tom was a past officer at the Camden Rockport Lincolnville Chamber of Commerce, past president of the West Bay Rotary Club, and past trustee for the Watershed Community School. Tom lives in Lincolnville with his wife, Jessica, daughter Paige, son Reid, two cats and a dog.
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 | Rick Bagnall
E-mail Rick
Rick has become an expert in thinking outside the box. His clients range from Maine to Ireland to New Zealand and throughout the U.S. He has created association business in the marine industry that is the only one of its kind in the world. When Rick is not working in the marine industry, he is knee-deep in his key accounts through the U.S. Rick is a graduate of and was a student football athlete at the University of California at Berkeley. After owning local businesses in Lake Tahoe,California, Rick moved his family to Maine in search of a good community and great schools and to be closer to his wife's roots. Rick lives in Hope with his wife and their two young children. |
 | Sherree L. Craig, CEBS
E-mail Sherree
An avid Maine native, Sherree knows employee benefits inside and out. She's been in the field since 1984, when she graduated from the University of Maine at Orono with a B.A. in Journalism and Broadcasting. Two years later, she obtained her State of Maine License in Life and Health Insurance, specializing in group medical insurance plans. In February 1998, she joined Allen Insurance as employee benefits specialist, and is now the Insured Benefits Manager for Allen Financial. 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, and earned her fellowship in the International Society of Certified Employee Benefit Specialists in 2006, 2008 and 2010. Sherree is also 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. She and her husband, Rob, live in South Thomaston. |
 | Christopher O. Guptill
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Chris joined Allen Financial in June 2008 as part of the financial planning team. He grew up lobstering on Vinalhaven, ME and is a graduate of Bentley College in Waltham, MA where he received a degree in finance. Prior to AFG, Chris worked in finance & banking at Procter & Gamble in Boston, MA and Camden National Corp. in Rockport, ME. Chris holds the FINRA Series 7 (General Securities Representative) and Series 66 (NASAA Uniform Combined State Law) registrations, and has a Maine Life & Health insurance producer license. Chris is an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser and a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors (NAIFA). He was a board member of the Rockland Economic Development Advisory Committee and a Junior Achievement Volunteer at the Lincolnville Central School. In his spare time, he enjoys traveling, scuba diving, hockey games and spending time boating and swimming in Megunticook Lake with his girlfriend Sarah and their two dogs Ellie and Maggie.
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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 master's 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. Scott is also a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Investment Fiduciary®.
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 | Barbara MacRae, GBA
E-mail Barbara
Barbara has been working all lines of insurance since 1980 and has specialized as a group benefits customer service person since 1995. She handles group benefits customer service and sales support and is the point person for Medicare Coordination claim problems. 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 L.H. Wadsworth
E-mail Trisha
Trish has been with Allen Financial for eight years; she joined our firm after a long tenure with Nautica, Inc. Trish is the assistant to COO J. Michael Pierce and financial advisor Peter Van Alstine. She also coordinates our broker/dealer activities through Commonwealth Financial Network and provides direct client service in the financial and retirement planning areas. Trish has her life and health insurance license in the state of Maine. She and her husband, Coy, owner of Coydog Landscaping and Excavation, have two grown daughters, Meesha and Ariana, and enjoy spending time camping and fishing.
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 | Barbara Murray
E-mail Barbie
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 Allen Financial 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, daughters Michaela and Chloe 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
E-mail Donna
Donna joined Allen Financial in July 2008 to support the Group Benefits and Retirement Planning customer service teams. A former landscape gardener, she enjoys the challenge of mastering the benefits business, while studying accounting at the University of Maine in Augusta. She already holds a degree in business administration from Husson University in Bangor in Maine. Donna lives in Belfast with her husband and two dogs.
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 | Theresa Kavanaugh
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Theresa A. Kavanagh joined Allen Financial in November 2010 as a group benefits associate. She'll be working with our group benefit specialists to serve clients all over Maine. She is a native of Vermilion, Ohio and a graduate of Denison University, where she received a bachelor's degree in mathematics. After college, she sailed along the eastern seaboard and in Europe and the Caribbean. Outside of work, Kavanagh splits her time between gardening and working with her husband John to convert the former City of Portland fireboat to a live-aboard cruiser. A crackerjack office administrator, Theresa is "thrilled to join Allen Financial and become part of a team of professional and well-respected community members."
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Michael Bracher
E-mail Michael
Michael Bracher joined Allen Financial in January 2011 as Voluntary Benefits Associate. He'll be working with the company's Medicare, individual health and short-term medical clients as well as group and voluntary insurance enrollments. After more than two decades in the financial services sector, Mike knows that his attention to clients' details can make a world of difference to a family's future. An Illinois native and graduate of the University of Illinois with a degree in actuarial science, and 25 years experience as a commodities trader in Chicago, Mike and his wife Kate have four children. Outside of work, he enjoys traveling, golfing, reading and spending time with his family.
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