Experience Makes all the difference

A team of financial advisors focused on your goals, your financial vision, your family's future.

When it comes to managing your wealth and planning your financial future, two heads really are better than one...and a team of knowledgeable financial professionals provides unsurpassed service and attention. Simply said, each member of our team understands your goals and plays an integral role in creating your plan. Together, we are dedicated to looking at the big picture with you and helping you realize your life goals.

Our works begins with a complete understanding of your values, expectations, plans and goals. Few financial advisors invest in getting to know their clients to the degree that we do. Our clients feel the difference and we think you will, too.

Steven E. Tenney

Senior Vice President - Wealth Management
Certified Exit Planning Advisor (CEPA)
Certified Portfolio Manager (CPM®)
Senior Portfolio Manager
207-791-5559
steven.tenney@ubs.com
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Running a family business is filled with rewards and challenges. Steve experienced this firsthand when he merged his wealth management practice with his father's in 1997. Combining respect for the core values passed down from his father with a recognition of the importance to proactively evolve, Steve works hard to solve problems and provide solutions for clients, ultimately making a meaningful difference in their lives.

As a Certified Exit Planning Advisor and Board Member of the Institute for Family Owned Business, Steve collaborates with advisors and owners, leveraging his vast network of resources to improve the outcomes for business owners and their families. The ultimate goal is to help owners live and leave the legacy they envision. 

As a Certified Portfolio Manager and a Senior Portfolio Manager in our Portfolio Management Program, plus a veteran of the Firm since 1993, Steve is responsible for directing the team's investment strategy. Prior to joining UBS Financial Services Inc., he worked as a securities lending representative at State Street Bank and a research assistant at Morgan Stanley Asset Management in London. Steve graduated from Tufts University and currently lives in Yarmouth with his wife and two children. Outside of work he spends time volunteering and competing in numerous sports including sailing, rowing and triathlon.


Registered States:
AZ, CA, CO, CT, FL, GA, HI, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI


Joseph W. Powers

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter (CLU®)
Portfolio Manager
207-791-5572
joseph.powers@ubs.com
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"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein

As a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter, Joe leads the team's financial planning and insurance efforts. With the Firm since 2000, he previously worked for Citibank Private Bank in New York City. He earned his undergraduate degree from Villanova University, an M.B.A. degree from the University of Vermont and a Certificate in Financial Planning from New York University. Joe is active with Big Brothers Big Sisters of Southern Maine and coaches youth sports. He lives in Yarmouth with his wife, son and daughter.


Registered States:
AZ, CA, CO, CT, FL, GA, HI, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA


Helen Andreoli

Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
207-791-5542
helen.andreoli@ubs.com
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Eight years of running a waste management firm will teach you quite a bit. Selling a business you have built from the ground up will teach you even more. Helen has done both. Combine that with over 16 years of experience in the financial services industry, and it is clear that Helen brings considerable talent to the team.

Helen earned a B.A. degree from Bates College and then went on to graduate from the University of Maine Orono with an M.B.A. She also holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). Helen lives in Lovell with her husband, Charlie. She has two children currently studying at UVM and one recently graduated from ASU. Outside of work, Helen serves on the Board of Community Financial Literacy.


Registered States:
AZ, CA, CO, CT, FL, GA, HI, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA


John Marshall "Jack" Piper

As a Financial Advisor, Jack supports the team's investment management and advanced planning efforts. Prior to joining UBS in 2015, Jack worked for nearly ten years in Boston for Bainco International Investors where he most recently held the title of Portfolio Strategist. Jack graduated from Bowdoin College and currently lives in Portland with his wife, Becky. Outside of the office, Jack enjoys skiing and golf and is active with the Barbara Bush Children's Hospital.


Registered States:
AZ, CA, CO, CT, FL, GA, HI, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA


Susan S. Welsch

Senior Client Service Associate
207-791-5512
susan.welsch@ubs.com

Susan started in the financial services business in March of 1988 with Maine National Bank. She then went to Key Bank in July 1991 and joined UBS in July 1993. She attended Husson College in Portland, Maine. Susan's experience helps clients on a daily basis. She is responsible for client account administration, credit lending and insurance. Susan has her Series 7, 63, 66 and insurance licenses. Her six grandchildren take up a lot of her time outside of work. She also enjoys gardening, camping and yard sales. Susan volunteers for Habitat for Humanity. She lives in Portland with her husband.


Registered States:
AZ, CA, CO, CT, FL, GA, HI, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, RI, VA, VT, WA


Andrew Thomas Scott

Senior Client Service Associate
207-791-5528
andrew.scott@ubs.com

Andrew began his career with UBS in 2009, working at both the Newtown and Philadelphia, PA branches before joining the team in 2013. He holds his Series 7 and 66 licenses, brings valuable experience from his prior role in operations and provides exceptional client service. Andrew is responsible for client account administration and focuses on retirement and education matters. He also supports Steve with investment management. Andrew earned his BA from Mount St. Mary's University in Emmitsburg, MD. He resides in Gray, with his wife, Meg, where they spend many weekends renovating and restoring their 19th century farmhouse and barn. He is an avid history buff and ice hockey enthusiast.


Registered States:
AZ, CA, CO, CT, FL, GA, HI, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA, VT, WA