Experience Makes all the difference
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty and trust through hard work, the right advice and a dedication to developing long-term relationships. It's the important things ----- our families, our values, the impact we have on others ----- that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when we talk to you about wealth management, we want to learn about the life questions that are on your mind. Should I start my own business? Is it better to leave my kids everything ---- or nothing? How do I set up a charitable fund? Will my family be OK when I'm Gone? For these and other life questions, our team looks forward to helping you find the answers.
Kirsten L. Ismail, CFP®
Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
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207-262-7519
Peter Thomas Buzzini, CEPA
Account Vice President
Certified Exit Planning Advisor (CEPA®)
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207-262-7552