Department: Operations

With more than 30 years of experience in banking, from small credit unions to large corporate institutions, Stacey brings a deep understanding of financial operations and a passion for delivering an exceptional client experience. Her background spans customer service, operational support, and process improvement, all of which strengthen her ability to help ensure accurate, efficient data management for our clients … Continued

Kris joined Means Wealth in 2006 after working in the food service industry for over 20 years. Kris has developed wonderful relationships with our clients through her happy voice and a big smile. Her responsibilities include account transfers, document processing, client correspondence, appointment scheduling, and account research. Kris’ family includes her husband, John, and their … Continued

Born and raised in Dover-Foxcroft, Gwen has always felt a deep connection to Maine, even as her personal and professional experiences took her across the country and beyond. Before studying Mass Communication and International Relations at the University of Maine, Gwen spent time in Phoenix and Boston. She then journeyed to New York and Ankara, … Continued

Bruce serves in a unique role for the firm, working as both a Relationship Manager and Operations Administrator. Bruce was born and raised in the Greater Bangor Area and worked at the University of Maine for over 23 years. His various roles at the University helped him develop his customer service skills, which he now … Continued

Dawn joined the Means Wealth team in June 2019 to support our operations team and CFO. Soon after, Dawn also started to provide support for our compliance team, and now serves as our Chief Compliance Officer. Dawn earned her Bachelor’s degree in Business Administration from the University of Maine. Before joining Means Wealth, she spent … Continued

Susan, who has over 35 years of customer service experience, joined the Means Wealth team in October 2016. As a former Customer Service Supervisor and Training Lead in the electric utility industry, Susan brings a significant background in relationship management to Means Wealth. Outside of the office, Susan enjoys gathering with family and friends, warm … Continued

Margaret is a Relationship Manager at Means Wealth, where she focuses on building meaningful, long-term relationships with clients and providing thoughtful, attentive support. Born and raised in Bangor, Margaret earned her Bachelor of Science in Psychology from Liberty University, with a minor in Business Administration. She brings prior experience from the banking industry, along with … Continued

As a native of Presque Isle, Maine, Denise understands and believes in the value of hard work and developing and maintaining strong relationships. Prior to joining the team at Means Wealth, Denise worked in the banking industry for over 25 years. During that time, Denise developed close working relationships with her team and customers, working … Continued