The Team

Atlantic Wealth Planning Group

Our Advisors

David R Gardner

David R Gardner

Private Wealth Advisor

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Designations

CRPC®, ChFC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning

Education

BS in Business Administration- University of Southern Maine
CA Insurance #0D39715

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Shawn Denecker

Shawn Denecker

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

B.A., Psychology-University of New Hampshire, 1998
CA Insurance #0I24554

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Jane Rice

Jane Rice

Financial Advisor

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Designations

ChFC®

Top Areas of Focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies

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Michael Smith

Michael Smith

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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Jason Macdonald

Jason Macdonald

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Charitable Giving
  • Retirement Planning Strategies

Education

B.A. University of Maine, Orono 2003 (Marketing)

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Scott Butters

Scott Butters

Financial Advisor

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Top Areas of Focus

  • Investments
  • Family Finances
  • Retirement Planning Strategies

Education

St. Anselm College, B.A. Business, Criminal Justice

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Sarah Dunckel

Sarah Dunckel

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

BS Degree in Finance from the State University of New York at Oswego, MBA from The College of Saint Rose, Albany NY, Certified Financial Planning Professional®

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Our Staff

Uschi S. Carhart

Administrative Assistant