CAMDEN FINANCIAL CONSULTANTS - Key Persons
Amanda joined Camden Financial Consultants in 2023 after working as the operations manager of a private investment firm, TRSS Wealth Management, for over nine years. She strives to provide the highest quality of service to clients and advisors alike, with a genuine enjoyment for helping people.
Prior to her career in finance, Amanda attended the University of Maine majoring in French and Spanish foreign languages, a passion which she still maintains today. A college Spanish class is actually where Amanda and her husband first met. Not only that, but her education in French led her take a semester abroad where she lived with a French host family and developed lifelong friendships.
Amanda is a Maine native who currently resides in Scarborough with her husband Joe and daughter Gwendolyn. Their family wouldn't be complete without the animals they keep, which include their dog Lucy, cats Millie and Winter, and leopard geckos Violet and Zuzu. Her hobbies include horseback riding, kickboxing, reading, and spending days at the beach with her family.
Job Titles:
- Financial Consultant
- Vice President
Brooks is a proud resident of mid-coast Maine and enjoys the natural beauty, the resilient people, and the pace of life. He strives to find strategies that improve people's lives and to help his friends and neighbors work towards their financial goals. Building on his Bachelors degree from Stonehill College and many years in the financial services industry, Brooks takes pride in continuing to hone his craft as a Financial Consultant.
When he's not at work, Brooks likes spending time with his family, being outdoors and traveling.
Job Titles:
- Financial Consultant
- Vice President
Carl has been in the financial services industry since 2007. Prior to joining Camden Financial Consultants he worked with TRSS Wealth Management where he specialized in comprehensive financial planning, investment management and retirement strategy. He is a 2007 graduate of the University of Maine, where he earned a Bachelor's of Science in Business Management as well as a minor in Public Relations. He completed his securities and insurance licensing in 2010 and is also a Chartered Financial Consultant (ChFC)®.
Carl provides inclusive advice to first time investors, business owners and retirees. Stressing long-term goals and the simplicity of getting started, he specializes in helping younger professionals and new investors enter the markets. Carl enjoys spending time with his twin children Zoe and Evan, and lives in Southern Maine. Outside the office, an avid outdoorsman, hiker and hunter, he spends his spare time at Moosehead Lake.
Job Titles:
- Financial Consultant
- Vice President
David has worked in banking and financial services for over 25 years. He is a proud graduate of Husson University with a Masters Degree in Finance and serves the central Maine area from Bingham to Gardiner. He is excited to work with clients located at a Maine-based community bank, and looks forward to helping clients work toward their financial goals on a comprehensive wealth management basis.
David grew up in Maine, hunts in Penobscot County and fishes in Kennebec County; he also plays an adequate round of golf in any county! He has a son and two daughters and lives in Waterville.
Job Titles:
- Compliance Officer
- Vice President
Devon joined Camden Financial Consultants in 2004, and has been in the financial services industry since 2002. In 2008, she became the Compliance Officer for Camden Financial Consultants.
Devon graduated magna cum laude from Thomas College with a BS in Finance/Economics. She lives in Waldoboro, Maine with her husband and two sons, and enjoys photography and spending time outdoors.
Job Titles:
- Financial Consultant
- Vice President
Joshua joined Camden Financial Consultants from Acadia Trust, where he was a Portfolio Manager providing investment strategy to both high net-worth individuals and institutions. Prior to Acadia Trust, Joshua was a Financial Advisor in Bangor, providing investment management and retirement planning advice to individuals and business owners. He started his career at Merrill Lynch in New York City where he was a Financial Advisor. He previously served on the boards of the Bangor Area YMCA, Black Bear Board of Advisors, and Friends of Maine Football.
Joshua earned his Bachelor of Arts degree in Economics from the University of Maine, Orono. He resides in the Bangor area.
Job Titles:
- Financial Consultant
- Vice President
Matt started his financial career in 2010 after graduating in 2009 from the University of Maine at Farmington with a BA in Business and Economics. He lives in Owls Head with his dog, Ryder, and is an avid golfer. He also enjoys playing basketball and being outdoors.
Matt is from the mid-coast and is excited to work with and support those in his community.
Job Titles:
- Financial Consultant
- Vice President
Mike has been working in the financial planning and investment services industry since 2003 when he graduated from the University of Southern Maine with a Bachelors Degree in Business Administration. He works with clients in the Southern Midcoast and Central Maine areas serving branches from Brunswick to Wiscasset as well as the Lewiston/Auburn and Gardiner/Richmond areas. Michael is passionate about helping his clients work toward their long term financial goals. He does this by listening to each of his clients individual needs and then provides them with a strategy, specific to their situation, using the vast array of products and services that LPL has to offer.
Michael grew up in Maine and now lives in Durham with his wife Theresa and their 3 children.
Job Titles:
- Program Manager
- Senior Vice President
Rob has been in the financial services industry since 1983. Rob holds a Bachelors degree in Economics and is a graduate of the University of Maine. A resident of the community he serves, Rob lives in Bangor, Maine with his wife Sharon and children, Riley, Quinn and Regan.
Job Titles:
- Financial Consultant
- Vice President
Ryan joined Camden Financial Consultants from Morgan Stanley, where he provided financial education, planning, and solutions to help clients pursue their financial goals. Prior to becoming a financial advisor in 2013, Ryan spent his entire career in retail banking. He specializes in long-term financial planning while helping clients navigate the uncertainty of life.
Ryan is a graduate of the University of Maine where he earned a Bachelor of Science degree in Business Administration with a concentration in finance. Originally from Maine, Ryan resides in the Bangor area with his wife and two children. He is proud to serve the people of Maine.
Job Titles:
- Financial Consultant
- Officer
Prior to becoming a Financial Consultant, Samuel Estes started with Camden National Corporation in 2021, where he managed the Main Office in downtown Camden. The University of Maine is where Samuel honed his skills in finance and business management as a 2014 graduate. Samuel has helped numerous clients work toward their financial goals and is passionate about identifying investment opportunities that align with his clients' values and long-term objectives.
Samuel has grown up and lived in Maine his entire life and is a proud resident of the Mid-Coast. In his free time, Samuel enjoys spending time with his family and friends, as well as animals. He is an avid golfer and can often be found on the golf course on weekends.
Shaneé is new to the banking world, bringing with her over 10 years of experience in customer service and retail management. Born and raised in Bangor she enjoys living in the community she serves. In her spare time she loves to...
Job Titles:
- Officer, LPL Registered Administrative Associate
Sierra began her financial services career in 2010 as a teller for Camden National Bank. She joined the Camden Financial Consultants team in 2012 as an administrative assistant in the Bangor office. Sierra acquired her Series 7, Series 63, Series 6, held with LPL Financial, and Life and Health licenses in 2015 and is able to accept trades for clients.
Sierra moved all around the country with her military family, living in California, Washington, Maryland, and Virginia. Her father retired in Maine in 1999 and she has remained in Maine since.
Sierra graduated summa cum laude from the University of Maine in 2009 with a BA in Journalism. She resides in Milford with her husband Jason, her son Sawyer, her white lab Gunner, rabbit Ruca, and three cats: Salem, Kit and Kat. She enjoys spending time with her family, exercising, hiking, writing and traveling to new places.
Job Titles:
- Assistant Vice President
- Financial Consultant
Tyler started his financial services career at Morgan Stanley as a Registered Associate before joining Camden Financial Consultants as a Financial Consultant. Graduating from Thomas College in 2016, Tyler started out in the banking world as a teller at a credit union in Bangor and has been working his way up into his current role, assisting clients in preparing for their financial future.
Tyler lives in Orrington with his wife, two cats and have their first child on the way, to be born in February 2023. He enjoys playing golf, leading a healthy lifestyle and being with friends and family.