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Rick Bagnall, Voluntary Benefits Specialist
Allen Financial
| 207-230-5838

Rick has become an expert in thinking outside the box. His clients range from Maine to Ireland to New Zealand and throughout the U.S. He has created association business in the marine industry that is the only one of its kind in the world. When Rick is not working in the marine industry, he is knee deep in his key accounts through the U.S.

Rick is a graduate and was a student football athlete at the University of California at Berkeley. After owning local businesses in Lake Tahoe Calif., Rick moved his family to Maine in search of a good community and great schools and closer to his wife's roots.

Rick lives in Hope with his wife and their two young children.

Joanne Billington
Producer, Business Insurance Division
Allen Insurance
| 207-230-5702

A specialist in insurance for municipalities and technology-based businesses, Joanne enjoys the challenge of making an invisible product visible. She has a dozen years experience in the insurance field and is well known for her local volunteer work for the City of Rockland, the Maine Lobster Festival, the Penobscot Bay Regional Chamber of Commerce and Pen Bay Healthcare. Joanne lives in Rockland with her husband Glenn.

Robin Bixby, AAI, CIC
Account Manager, Business Insurance Division
Allen Insurance
| 207-230-5706

Robin Bixby, AAI, CIC, joined Allen in 2003. A resident of Round Pond, she enjoys the detail and constant change of the insurance industry, even after many years in the business. Married with a college-age daughter, she enjoys community theater, singing and playing guitar.

Mike Bracher, Voluntary Benefits Associate
Allen Financial
| 207-230-5739

Michael Bracher joined Allen Financial in January 2011 as Voluntary Benefits Associate. He works with the company's Medicare, individual health and short-term medical clients as well as group and voluntary insurance enrollments.

After more than two decades in the financial services sector, Mike knows that his attention to clients' details can make a world of difference to a family's future.

An Illinois native and graduate of the University of Illinois with a degree in actuarial science, and 25 years experience as a commodities trader in Chicago, Mike and his wife Kate have four children. Outside of work, he enjoys traveling, golfing, reading and spending time with his family.

Elizabeth Brann
Account Manager, Business Insurance Division
Allen Insurance
| 207-230-5827

Liz Brann has 30 years of experience in the Maine insurance business and specializes in serving the needs of Waldo County. She has achieved two respected industry designations: Accredited Customer Service Representative and Accredited Advisory in Insurance. She and her husband have three adult children and three grandsons. Outside of work, she likes to walk, cook, garden, read, dance and spend time with family and friends.

Kristina Campbell, ACSR
Account Manager, Business Insurance Division | Special Business Unit
Allen Insurance
| 207-230-5825

Kristina Campbell, ACSR, heads our Special Business Unit. A resident of Union, she joined the company in 2005. She enjoys spending time with her husband their two Jack Russell Terriers, as well as movies, reading and traveling.

Scott Carlson
Personal Insurance Supervisor | Personal Insurance Division
Allen Insurance
| 207-230-5703

Scott Carlson joined our company in 2011. He lives in Camden with his wife and two sons. He is a Camden Rotarian and active in local youth hockey.

Thomas C. Chester, CFP^®  Financial Advisor
Allen Financial
| 207-230-5834

Tom enjoys being part of a team at Allen that serves not its clients but also each other, sharing skills and expertise. He helps clients in the Midcoast work toward their financial goals, from retirement and wealth management to insurance and savings.

Tom is a native of Bedford, Mass., and a graduate of UMass/Lowell with a BS in Business Administration and a concentration in Marketing. Before joining Allen in 2005, he was a financial advisor at Bancnorth Investment Planning and Eaton Vance Wealth Management, a financial services firm in Boston.

Tom has FINRA Series 6, 7, 63, and 66 registrations, along with a life and health insurance producer license, is a Registered Investment Adviser and Representative of Commonwealth Financial Network and a Certified Financial Planner^®.

Like many at Allen, Tom is a Rotarian, currently serving as president of the West Bay Rotary. He's also a board member of the Watershed School in Rockland. He lives in Lincolnville with his wife, Jessica, a daughter, son, two cats and a dog, and enjoys old cars, sports and fishing.

Jennifer Coffin, ACSR
Account Executive, Personal Insurance Division
Allen Insurance
| 207-230-5712

Jennifer Coffin, ACSR, is a graduate of Medomak Valley High School who married her high school sweetheart. She lives with her husband and two young daughters in Nobleboro. Jen has been building relationships with Allen Insurance clients since 2004, helping them to better understand how insurance can meet changing lives.

Sherree L. Craig, CEBS
Insured Benefits Manager
Allen Financial
| 207-230-5840

An avid Maine native, Sherree knows employee benefits inside and out. She’s been in the field since 1984, when she graduated from the University of Maine at Orono with a B.A. in Journalism and Broadcasting. Two years later, she obtained her State of Maine License in Life and Health Insurance, specializing in group medical insurance plans.

In February 1998, she joined Allen Insurance as employee benefits specialist, and is now the Insured Benefits Manager for  Allen Financial. In 2004, she obtained her Certified Employee Benefits Specialist (CEBS) designation through the Wharton School of Business and the International Foundation of Employee Benefits. She continues her studies with these organizations, and earned her fellowship in the International Society of Certified Employee Benefit Specialists in 2006, 2008 and 2010.

Sherree is also active with the Society for Human Resource Management (SHRM), the Mid Coast Builders Alliance, the National Association of Insurance and Financial Advisors, the National Association of Health Underwriters, and served as President of the Rockland Rotary Club from 2005-2006. She and her husband, Rob, live in South Thomaston.

Richard Crossman, CIC, CRM
Account Executive, Marine & Energy Division
Allen Insurance
| 207-230-5824

Dick is one of Maine's most experienced managers of larger Property & Casualty accounts, with 30 years of experience at W. C. Ladd & Sons and its successor firm, TD Insurance. Over the years Dick has created insurance and risk management plans for many of Maine's leading companies representing a diverse business mix. He has developed an expertise with accounts that have significant marine exposure such as shipyards, marine contractors, boat yards, tug & barge accounts and yacht manufacturers. Recently Dick has lead the agencies efforts in creating the Marine & Energy Division (see tab) and has been instrumental in placement of coverage for companies involved in the renewable sector.

Dick is a Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM). He was one of the first 100 individuals to receive the CRM designation nationally.

Dick is a past Board Member and Officer of Pen Bay Healthcare in Rockport. He currently serves on Planning & Facilities Committee, the Risk Management Committee and the Pen Bay Advisory Counsel. Dick recently completed 17 years of service as a Board and Executive Committee member of Eastern Maine Development Corporation in Bangor.

A graduate of the University of Maine in Orono, he grew up on Vinalhaven and now lives in Camden.

Libby Davis, ACSR
Account Executive, Personal Insurance Division
Allen Insurance
| 207-230-5815

Libby Davis, ACSR, joined Allen in 2006 to help the company transition to a paperless environment. Through Allen's in-house education program, she obtained her property & casualty license shortly thereafter and is now a personal lines account executive. She received her Accredited Customer Service Representative (ACSR) designation in December 2008. She lives in Searsmont with her husband Joe and their growing family.

Mike Dufour
Executive Vice President and Secretary | Business Insurance Producer
Allen Insurance
| 207-230-5803

An Allen Insurance producer since 2002, Mike works with local businesses to meet their insurance needs. He also manages the sales and company relations for our business and energy divisions. A leader among his colleagues, he was named to the company's board of directors in 2007. He is a graduate of the University of Maine in Presque Isle.

Mike enjoys spending time in the Maine outdoors, supporting his sons' athletic activities and participating in Camden Hills Regional High School booster programs. He is also the registrar of the Maine Coast Skaters Association, which supports and runs area youth hockey programs. He and his family live in Hope.

Jean Dutch, CIC
Operations Manager
Allen Insurance
| 207-230-5821

Jean Dutch, CIC, is Allen's personal and business insurance operations manager. She's been with the company since 1995 and has more than 25 years of experience in the insurance industry. She lives in Belfast with her husband Tim. They have two adult children. She likes to garden and golf in warmer months and snowshoe and read in winter. Year-round, she enjoys the company of family & friends.

Donna Fancy
Client Service Representative, Group Benefits
Allen Financial
| 207-230-5837

Donna joined the Allen Financial Group in July 2008 to support the group benefits and retirement planning customer service teams. A former landscape gardener, she is enjoying the challenge of mastering the benefits business while studying accounting at the University of Maine in Augusta to go with her business administration degree from Husson University in Bangor. She lives in Belfast with her husband and two dogs.

Gil Fifield, Chairman
Allen Insurance and Financial
| 207-230-5801

A Rockland native and graduate if the University of Maine in Orono, Gil has 40 years of experience in the insurance business in Maine; he's been with Allen Insurance since 1986. Gil was company president from 2003 to 2012. He handles the insurance needs of some of the area's best-known businesses. He is a Certified Insurance Counselor and a Rockland Rotarian.

Gil and his wife Jeanne live in Camden. His large family and golfing keep him busy and happy when he is not at work.

Scott Fletcher, AIF^®, CLU, ChFC, CFP^®
Allen Financial
| 207-230-5846

Scott has extensive experience in insurance and finance, and a passion for working directly with clients to build relationships and meet their goals. Raised in Richmond, Va., Scott graduated from Baylor University in Waco, Texas and started his career with a regional bank while working on his Masters in Finance with Hardin Simmons University in Abilene, Texas.

Scott’s experience—including stints at two major investment houses, A.G. Edwards and Morgan Stanley—has provided an in-depth understanding of the needs of retirees and other individuals in today's complex world. A Registered Investment Adviser since 1998, Scott is also a Registered Representative of Commonwealth Financial Network and has achieved the following designations: Chartered Life Underwriting (CLU), 1990; Chartered Financial Consultant (ChFC), 1995; and Certified Financial Planner™ (CFP), 2007. In 2010, Scott became an Accredited Inestment Fiduciary (AIF^®).

Outside work, Scott enjoys creative writing, kayaking, biking and travel. He serves on the Board of Directors for United Midcoast Charities and is active in the Camden Rotary Club.

Christopher O. Guptill, Financial Advisor
Allen Financial
| 207-230-5839

A member of the Allen Financial planning team since June 2008, Chris grew up lobstering with his grandfather, Ivan Olson, now the oldest active lobsterman on Vinalhaven. Chris came to the mainland to attend Bentley College in Waltham, Mass., where he received a degree in finance. He worked in finance and banking at Procter & Gamble in Boston before returning to the Midcoast for a position with Camden National Corp.

Chris holds the FINRA Series 7 (General Securities Representative) and Series 66 (NASAA Uniform Combined State Law) registrations , and has a Maine Life & Health insurance producer license. Chris is an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser and a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors (NAIFA).

When he's not at work, Chris enjoys scuba diving, hockey, and boating and swimming in Megunticook Lake. He and his wife Sarah are designing a new horse farm for their property in Searsmont which they will share with their horse and two dogs.

Becky Lowe, Account Executive
Personal Insurance Division
Allen Insurance
| 207-230-5814

Becky Lowe of Camden joined the company in 2007. A native of Rockland, Becky is a Rockland District High School graduate who graduated from Husson College in Bangor. When she's not at work, Becky enjoys spending time with friends and family, including her husband Patrick, son Noah and stepson Jaxon.

Theresa A. Kavanagh, Group Benefits Associate
Allen Financial
| 207-230-5847

Theresa A. Kavanagh joined Allen Insurance and Financial in November 2010 as a group benefits associate. She'll be working with our group benefit specialists to serve clients all over Maine.

She is a native of Vermilion, Ohio and a graduate of Denison University, where she received a bachelor's degree in mathematics. After college, she sailed along the eastern seaboard and in Europe and the Caribbean. Outside of work, Theresa splits her time between gardening and working with her husband John to convert the former City of Portland fireboat to a live-aboard cruiser. A crackerjack office administrator, Theresa is "thrilled to join Allen Insurance and Financial and become part of a team of professional and well-respected community members."

Barbara MacRae, GBA
Client Service Representative | Group Benefits
Allen Financial
| 207-230-5848

Barbara MacRae has been working all lines of insurance since 1980 and has specialized as a group benefits customer service person since 1995. She handles group benefits customer service and sales support and is the point person for Medicare coordination claim problems. Barbara received her Group Benefits Associate designation from the Wharton School at the University of Pennsylvania in March 2005 and is taking additional courses in pursuit of the Certified Employee Benefits Specialist designation. Says Barbara: "I find Allen Agency to be full of employees dedicated to doing the best for their clients and I enjoy working with them."

Lori Mank
Account Handler, Business Insurance Division
Allen Insurance
| 207-230-5707

Lori Mank joined Allen in 1996. A native of Owls Head, she lives in Washington with her husband and son. She enjoys meeting the challenge of finding the best insurance package to meet a client's needs and cites her co-workers as an important benefit to her job. When she's not at work, chances are she's enjoying the Maine outdoors, fishing, camping or snowmobiling with her family.

Gene McKeever, CIC
Business Insurance | Marine Producer
Allen Insurance
| 207-230-5822

Gene is one of the key players in the Marine and Energy Division serving many historic sailing ships, boat builders and dealers, marinas and owners of commercial vessels. He also specializes in professional liability, and directors and officers coverage for non-profits and quasi-governmental organizations.

Gene has been a designated Certified Insurance Counselor since 1980. He runs Allen Insurance's in-house education program, serves as an insurance expert for the state Bureau of Insurance and publishes a monthly column in WorkBoat magazine and works with several large associations as their endorsed agent.

Gene lives in Camden, where is the long-time chairman of the town's Harbor Committee.

Sara Montgomery, Executive Vice President
Allen Insurance and Financial
| 207-230-5802

Sara supervises the human resources, accounting, property and information technology functions of the company, as well as serving the insurance needs of many business clients. She's the company's big-picture/little-picture expert.

A native of Camden and graduate of the University of New Hampshire, Sara started her insurance career in 1978 with Hartford Insurance. She came home to work at Allen Insurance in 1983, earning her Certified Insurance Counselor designation that same year. She has maintained that important designation ever since.

Sara served as president of the Independent Insurance Agents of Maine in 1994-5 and is active with a number of local non-profits, including United Midcoast Charities and Pen Bay Healthcare

When she's not at work, Sara, whose home is now in Lincolnville, enjoys Maine's outdoors by bike, boat and ski, hike as well as gardening and spending time with family and friends.

Barbara Murray
Client Service Representative | Voluntary Benefits
Allen Financial
| 207-230-5845

Barbara Murray is known for her service with a smile. She's a Rockland native and Rockland District High School graduate with 15 years of experience in the Midcoast business community, including a lengthy tenure at the former Nautica Enterprises as a human resources assistant. She's been assisting Allen Financial clients since 2006. She also has another full time job: mom to her hockey-playing son.  She's also involved in parent-teacher activities in the Rockland schools and enjoys gardening and working outdoors

Gene Newton, Financial Paraplanner
Allen Financial
| 207-230-5843

Midcoast native Gene Newton is a Paraplanner who enjoys Allen’ family-like atmosphere as well as the challenge of juggling the needs of five busy financial advisors.

A graduate of Belfast Area High School and the University of Rochester, Gene spent 10 years in the Boston area working in direct sales and financial services, at Putnam Investments and Mercer Consulting. Gene returned to Maine to work for the Maine State Retirement System before joining Allen in 2007.

Gene and his wife Terry, daughters Michaela and Chloe and son Reilly have settled in Belmont. Gene's hobbies include drag racing, and watching the Red Sox and movies in his home theater.

J. Michael Pierce,  President and Treasurer
Allen Insurance and Financial
| 207-236-4311 x 501

Mike is a graduate of Boston College and the Suffolk University Law School in Boston. Before joining Allen in 1998, he designed and implemented employee benefit programs and 401K plans for businesses throughout New England as part of the Guardian Life Insurance Company. He has also been a consultant to the tax & financial planning division of Coopers & Lybrand (now Price Waterhouse Coopers, LLP) in Boston.

Mike is a member of the Allen board of directors; president of the Penobscot Bay YMCA; a member of the board of directors of the Camden Public Library; a member and past president of the West Bay Rotary Club in Camden; and a past director of the MONEY Athletic Foundation.

He lives in Hope with his wife, Kate, and their three children.

Karen Reed, CRIS
Business Insurance Producer
Allen Insurance
| 207-230-5823

With 22 years experience in the insurance field—16 at Allen Insurance—Karen works with many of the Midcoast's best-known businesses and builders. If it's been built in the Midcoast in the past decade, there's a good chance Karen knows about it.

She is certified as a Construction Risk and Insurance Specialist (CRIS), and is a member of the Maine Association of Building Efficiency Professionals.

Karen is a past president of the West Bay Rotary Club and the Maine Contractors and Builders Alliance, where she currently serves as secretary; and active in Allen's Relay for Life, which raises money for the American Cancer Society.

An Appleton native, she lives in her hometown with her husband and two sons.

Becky Robinson
Account Manager, Business Insurance Division
Allen Insurance
| 207-230-5829

Becky Robinson, a native of New Mexico, joined Allen in 2004, bringing with her almost two decades of insurance experience. Now living in Standish with her husband, Becky is a customer service representative who enjoys the unique challenge of meeting the needs of Allen's growing group of marine clients. Outside of work she enjoys reading and gardening.

Joella L. Rossignol, CIC
Account Executive, Personal Insurance Division
Allen Insurance
| 207-230-5813

Joella L. Rossignol, CIC, was been with Allen since 1999. She is a native of Island Falls, Maine, who grew up in Belfast. Today, she lives in Monroe with her husband and two daughters and enjoys music and spending time with her family.

Brandy Schofield
Client Service Representative | Group Benefits
Allen Financial
| 207-230-5844

Brandy Schofield is Allen Financial's go-to person for clients responsible for human resources issues. She's a 1999 graduate of Husson College with a degree in International Business who joined Allen Financial in 2007. Brandy's previous work experience helped her develop an exceptional skill set for Allen Financial clients. She has worked as a Human Resources Manager for Kindred Healthcare (helping employees with all of their employee benefit needs) and at Eastern Maine Medical Center in the billing department where she helped patients resolve claim issues with business insurance carriers. Brandy is licensed as a Life and Health producer in the State of Maine and is currently working on acquiring her GBA (Group Benefits Associate) designation.

Nancy Scovern, CIC
Account Manager, Business Insurance Division
Allen Insurance
| 207-230-5708

Nancy Scovern, CIC, joined Allen in 2002. She is a graduate of the University of Maine in Orono and has a master's degree in business administration from the Simmons School of Management in Boston. She lives in Warren with her partner and is active in the congregation at Adas Yoshuron Synagogue in Rockland.

Linda St. Clair, CPCU, AAI, AIS
Account Manager, Business Insurance Division
Allen Insurance
| 207-230-5826

Linda St Clair, CPCU, AAI, AIS, joined Allen in 2003, bringing with her 20 years of insurance experience. She and her husband Charles live in South Thomaston. When she's not at work, you can find her traveling, camping or spending time with her five grandchildren.

Sheila Towle, CIC
Account Manager, Business Insurance Division
Allen Insurance
| 207-230-5812

Sheila Towle, CIC, of Lincolnville is a native of Vermont. She has an associate's degree in business management from Vermont Technical College. With Allen since 2008, she has 10 years experience in the insurance field, working in Boston. She obtained her Certified Insurance Counselor designation in March 2010.

Peter C. Van Alstine
Vice President
Allen Financial
| 207-230-5832

Peter has been in finance all his working life. After graduating from the University of Vermont in 1966, he had a one-year stint as a cost accountant and contract administrator and then joined the international accounting firm of Ernst & Ernst (now Ernst & Young). In 1972, he joined Diversified Communications, Inc., of Camden as vice president of finance and treasurer. While with D.C.I., he was responsible for all employee benefits and other insurance for more than 200 employees throughout the U.S.

In 1978, Peter started his own business in insurance and financial services, which merged with the Allen Agency Financial Services Department in January 2001 to become Allen Financial Group.

Peter is on the Board of Directors of Allen Insurance and Financial. He is a life and qualifying member of the Million Dollar Round Table®, a Chartered Financial Consultant (ChFC) and an Investment Adviser Representative of Commonwealth Financial Network, Member FINRA.

Trisha L.H. Wadsworth
Financial Planning Assistant
Allen Financial
| 207-236-4311

Trish has been with Allen Financial for eight years and joined our firm after a long tenure with Nautica, Inc. Assistant to COO J. Michael Pierce, and Financial Advisor Peter Van Alstine, Trish also coordinates broker/dealer activities through Commonwealth Financial Network and provides direct client service in the financial and retirement planning areas. Trish has her life and health insurance license in the State of Maine.

Trish and her husband, Coy, owner of Coydog Landscaping and Excavation, have two grown daughters, Meesha and Ariana, and enjoy spending time camping and fishing.

Ben Williams
Account Executive, Personal Insurance Division
Allen Insurance
| 207-230-5711

Ben Williams of Belfast joined the company in 2009. A graduate of the College of Wooster in Ohio, Williams has a dozen years experience in banking and insurance. He worked as a senior credit analyst for MBNA before earning the first of two insurance authorities. Ben notes that Allen Insurance and Financial has relationships with so many insurance carriers that he almost always is able to say, "I can help you with that!"

Ben and his son Kyle share a passion for athletics, music and the Maine outdoors.

Peter Williams, CIC
Vice President and Business Insurance Division Producer
Allen Insurance
| 207-230-5701

After graduating from the University of Maine in Orono with degrees in business management and public administration.

Peter started his career as an independent adjuster with General Adjustment Bureau and then went to work for the Hartford Insurance Company as a staff adjuster. He then became the marketing representative with the Hartford for the State of Maine. Just prior to joining Allen Insurance and Financial, he worked as an account executive for Fred S. James. Peter joined Allen in 1991. Like a number of his colleagues here, he holds a Certified Insurance Counselor designation.

Peter grew up in Camden and now lives in Searsmont. He enjoys spending time with his son and daughter and hiking, hunting and fishing in the Maine outdoors.

Christine Wilson
Account Executive, Personal Insurance Division
Allen Insurance
| 207-230-5714

Chris Wilson, with Allen since 1999, has more than 25 years of experience in the insurance industry. She lives in Warren with her husband and son. In her spare time, she enjoys boating, camping and spending time with her two grandchildren.

Daniel B. Wyman, JD
Account Executive
Allen Financial
| 207-230-5849

Dan is a born problem solver and he brings that skill and enthusiasm to his work at Allen Financial.

A native of Portland, he's a graduate of Williams College and the University of Maine School of Law, where he was an editor of the Maine Law Review. He practiced law with the firm of Richardson & Troubh in Portland, specializing in litigation and insurance law, and represented insurers and employers throughout Maine. His clients included Bath Iron Works, Scott Paper Company, Hanover Insurance, and Liberty Mutual, and he argued cases before the Maine Supreme Court and the U.S. First Circuit Court of Appeals. Dan then spent several years as an instructor and licensed captain with the Hurricane Island Outward Bound School, working in the programs from Penobscot Bay to the Florida Keys.

His love of the outdoors is clear from his list of hobbies: camping and hiking with family, golf, hunting and fishing. Dan lives in Appleton with his wife and two children. In his spare time, he's in demand as a youth soccer referee and he volunteers with the Georges River Land Trust where he is a member of the Board of Directors.

Camden Office
800-439-4311

Rick Bagnall
Michael Bracher
Liz Brann
Kristina Campbell
Thomas Chester
Sherree Craig
Richard Crossman
Libby Davis
Mike Dufour
Jean Dutch
Donna Fancy
Gil Fifield
Scott Fletcher
Christopher Guptill
Becky Howard
Theresa Kavanagh
Barbara MacRae
Gene McKeever
Sara Montgomery
Barbara Murray
Gene Newton
Mike Pierce
Karen Reed
Becky Robinson
Joella Rossignol
Linda St. Clair
Brandy Schofield
Sheila Towle
Peter Van Alstine
Trisha H.K. Wadsworth
Ben Williams
Daniel Wyman
Diane Zollo

Rockland Office
800-439-4311

Joanne Billington
Robin Bixby
Scott Carlson
Jennifer Coffin
Lori Mank
Nancy Scovern
Peter Williams
Chris Wilson