Department: Financial Advisors
Karen Oeser, CFA®, CFEI®
Karen brings with her a wealth of experience in institutional and high net worth portfolio management for some of the world’s leading capital management and banking companies, both domestic and international. As our Portfolio Manager, Karen is responsible for the further development and implementation of our investment strategy. Karen is based in our Greenville, South … Continued
David G. Means, AIF®
David, a third-generation financial advisor with over 20 years of experience, joined the Means Wealth team in August 2022. Previously, he served as a Senior Financial Advisor and Vice President of Investments at Wells Fargo Advisors in Hendersonville, North Carolina. Born and raised in Orono, Maine, David moved to Greenville, South Carolina, to attend Furman … Continued
Alex Means, AIF®
Alex Means is a native of Orono, Maine, and a graduate of Furman University with a Bachelor of Arts in Business Administration. Alex joined the team in 2017. He currently runs our South Carolina Office.
Wesley E. Leighton
Wes joined Means Wealth in May 2015. Wes is a graduate of Bangor High School and an attendee of the University of Maine at Orono. While attending classes at UMaine, Wes also pursued a career path in aviation. After earning his commercial pilot’s license, Wes opted to move from the cockpit to the tower and … Continued
Bryce Lausier
Bryce joined Means Wealth Management as a Financial Advisor Associate in 2025. He earned his bachelor’s degree in Finance from the University of Maine in 2024, where he was also a member of the Men’s Basketball Team. During his senior year, he interned with Means, an experience that strengthened his passion for helping individuals and … Continued
Chad Kelley, CFP®
Chad Kelley, CFP®, joined the Means Team in 2024. In his role as a Financial Advisor and Planner, Chad works closely with clients and their advisory teams to develop and maintain comprehensive financial plans tailored to each clients’ unique goals and circumstances. Prior to joining Means Wealth, Chad spent more than 5 years in the … Continued
TJ Herlihy, CPFA®, CEPA®
TJ graduated from the University of Maine and has worked in the financial services industry for over a decade. Prior to joining Means, TJ worked for Maine’s largest bank, which gave him extensive experience with payroll and human resources as well as project, financial technology, and customer relationship management. TJ is most at home working … Continued
John R. Dudley, AIF®
John joined Means Wealth in 2001 after 20 years in the motel and restaurant business, the last 12 as an owner-operator. He is an honors graduate of Bangor High School and attended the University of Maine, Orono, and Presque Isle. John and his wife Patti, a retired Command Chief Master Sergeant of the Maine Air … Continued
David A. Cust
After being a long-time investor with Means Wealth, David joined the firm in 2006 as an Investment Advisor/Registered Representative. David graduated from Husson University in 1987 with a Bachelor’s degree in Public Accounting. Before his Financial Services career, he gained valuable experience as the owner/operator of Michael’s Town Cafe in Hampden. After a successful 10-year … Continued
Eric Baker
A graduate of the University of South Carolina, Eric has over 15 years of experience working closely with business owners and providing technology-based solutions built around a consultative analysis. Eric firmly believes in the importance of putting the client’s needs first and delivering the best possible customer service. His background in determining each client’s individual … Continued
Paul B. Means
Paul joined his father at Means Wealth in 1972 and became President of the firm in 1981. Paul is a graduate of Bangor High School and the University of Maine Class of 1971. Paul has headed Means Wealth’s Investment Committee since 1981. In 1973, Paul married the former Rachel Lancaster from West Enfield, Maine. Paul … Continued
Zachary P. Means
Zach works primarily with high net worth and high-income individuals and families on everything from wealth building strategies and estate planning to specific retirement allocations and personalized retirement plans. Zach attended Bentley College and received his bachelor’s degree in marketing. He then went on to the McCallum Graduate School and received his master’s in marketing … Continued