Location: Maine
Stacey Young
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
Kristine Selleck
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
Gwen Rollins
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 Metivier
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
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
Dawn Hatch
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
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
Susan Dietz
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
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