Archives: Staff
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
Jamie Stone, CFP®, ChFC®
Jamie joined Means Wealth in February 2022. Jamie began his career in the financial industry in 2001. His past professional experiences include: wealth advisor at Mercer Advisors, where he provided holistic financial planning for clients focused on effective retirement, tax, estate and business succession planning; manager of investment advisor services at the National Rural Electric … 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
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
Tinsley Newton
As a Paraplanner at Means Wealth, Tinsley assists in developing and refining financial plans, modeling scenarios, and supporting the coordination of investment and planning strategies for clients across all stages of their planning journey. Born and raised in Atlanta, Georgia, Tinsley earned her bachelor’s degree in Financial Planning from the University of Georgia. While attending … 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
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
Alana James
Alana joined the Means Wealth team in Greenville, South Carolina, following her relocation from Bend, Oregon. Her professional background began in healthcare shortly after graduating from high school. She later transitioned into education, a field she dedicated more than 20 years to, including 13 years owning and operating her own school. Following the closure of … 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
Margaret Cowperthwaite
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
Denise Bither
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
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
Erin Barry, CPA
Erin was born and raised in Presque Isle, Maine, and earned her bachelor’s degree in business administration and master’s degree in accounting from the University of Maine. While attending the University of Maine, she worked as an intern for BerryDunn. She then went on to work in BerryDunn’s Healthcare/Not-for-Profit audit services group, earning her CPA … 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