Estate Planners Serving Maine
Brigitte Franzen
Water Street Solutions - Legacy Advisor - Peoria, IL
Creative Conservation, LLC
Jerry A. Bley - Readfield, ME
David J. Backer
Drummond Woodsum - Trust and Estate Planning Group Chair - Portland, ME
Directive Communication Systems
Lee Poskanzer - CEO - Milton, MA
Elliott Teel
Attorney at Law - Portland, ME
Everett P. Ingalls
Pierce Atwood - Partner - Portland , ME
Farm Family Dynamics LLC
Joe Kluender - North Mankato, MN
GROW: The Family Business Advisors
Barbara A. Dartt - Kalamazoo, MI
Helen Andreoli
UBS Family Wealth Management Partners - Account Vice President - Portland, ME
Inverness Counsel, LLC
Philip S. Lawrence - President and CEO - New York, NY
Jac Arbour
Combined Benefits United - VP and Manager of Life and Annuity Division - Hallowell, ME
Joseph W. Powers
UBS Family Wealth Management Partners - First Vice President – Wealth Management - Portland, ME
Kory Beyl
Water Street Solutions - Legacy Advisor - Peoria, IL
Landowner Legacy Communication
Allen and Ginny NipperAR
Northeast Farm Access, LLC
Bob Bernstein - Managing Director - Keene, NH
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
Resource Analytical & Management Group, LLC
Billy K. Lemons - President & Principal Consultant - Nacogdoches, TX
Smilie G. Rogers
- Attorney - York, ME
Stephanie Gamber
Morgan Stanley - Vice President - Financial Advisor - Berwyn, PA
Steven E. Tenney
UBS Family Wealth Management Partners - Senior Vice President – Wealth Management - Portland, ME
Survivorship Now LLC
Kristi Curry - Founder - Austin, TX
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Transition Point Business Advisors
Johnne Syverson - West Des Moines, IA