Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Michael Stephen Tuell

Financial Advisor

Learn more about Michael Stephen Tuell

John Michael Tuell

BFA™, APMA®

Financial Advisor

Learn more about John Michael Tuell

Jillian Thomas

CRPC™

Financial Advisor

Learn more about Jillian Thomas


Our team

Lani Sprague

Lani Sprague

Client Concierge

Personal Intro

Lani earned her Bachelor of Science in financial planning from Husson University. Born & raised in Down East Maine, Lani enjoys outdoor activities such as golfing, fishing, and traveling. In her free time, she spends time with friends, family, and her cat, Binx. She's also an avid Patriots fan. Lani is passionate about building meaningful relationships with clients and creating a welcoming experience for everyone.

Qualifications

  • B.S in Financial Planning, Husson University, May 2025

  • Chartered Retirement Planning Counselor™

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Kristin Giles

Kristin Giles

Marketing Director

Personal Intro

Kristin leads the firm’s marketing efforts and greets clients at the reception desk with an empathetic, people‑first approach. She enjoys helping local businesses grow their online presence through social media, photography, and web design. Passionate about advocacy, Kristin serves on the Autism Society of Maine’s board. In her free time, she can be found with her kids or hiking & golfing around Maine with her boyfriend.

Qualifications

  • Associate of Behavioral Science, York County Community College, 2021

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