Our Team

Yet as a team, we can pull together to do some incredible work. ~Randy West

Tom Shepard, CFP, Founder & CEO.

Tom has worked in the world of finance for over 20 years. He has served as Finance Director at Maine School Administrative District 51, was both a student and a teacher as a member of the Omicron Class at the Institute for Civic Leadership producing Writings on the Seven Levels of Sustainable Non-Profits, and taught personal finance and mathematics at Gould Academy in the mid-1990’s. Tom gives workshops using the principles which guide his business to different audiences, has guested on Dr. Lisa Belisle’s “Dr. Lisa Radio Hour” and Debi Davis’s “Mind Your Own Business,” and is currently writing a book with the working title, Beyond the Guru. Tom is an avid lacrosse player and lives with his family in Cumberland, Maine.

nate-photoNate Waller, Paraplanner and Office Manager.

Nate has a B.S. in Business Administration from the University of Maine and has more than five years of financial experience. He has expertise in Relationship Management and Securities as well as a FINRA Series 7 currently held with LPL Financial, a State of Maine Life and Health Insurance license, and is a registered State of Maine Notary Public. In addition to doing charitable work with the United Way of Greater Portland and volunteering for the Jailbird Lock-Up Fundraiser for the MDA, Nate enjoys outdoor activities such as boating/fishing, golfing, and tennis.

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