Who We Are

 

 

Our Firm

We are an independent wealth management firm established in 2013. Prior to that date, the five owners of our firm worked together at another Maine-based financial services firm for more than 15 years. We have the pleasure and challenge of earning the business of individual, corporate, and institutional clients primarily on a fee-based basis. It is our belief that this platform helps our firm do well when our clients are doing well.

Our talented and thoughtful group of advisors has many years of industry experience and a deep-felt responsibility for the well-being of our clients. Our goal is to create and nurture mutually beneficial relationships with our clients. Our client service staff plays a vital role in delivering the personal and professional levels of service our clients expect.

We offer no-fee discovery consultations to give you the opportunity to determine whether our culture and professional approach are a good fit for your goals and values. Please call us to schedule a discovery consultation.

 

Christian Bishop, CFP®, EA

Principal

Christian is a financial advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Christian entered the financial services industry in 1993 as a tax accountant. In 1997, he expanded his practice to include investment, retirement, college, and financial planning. Christian is a founding shareholder of Casco Bay Wealth Advisors, where he continues to use his tax expertise and planning strategies to pursue the financial needs of his clients.

Christian specializes in applying his expertise to retirement, income, and estate plans designed specifically to pursue his clients' needs and goals.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 6, 7, 26, 63, and 66 securities registrations 
  • Life and health insurance licenses
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Enrolled agent to practice before the IRS*

Notable

  • Former adjunct professor at Merrimack College
  • Former treasurer and board member at Habitat for Humanity Brunswick
  • Multiyear participant in the 180-mile Trek Across Maine fundraiser for the American Lung Association

Personal Information

Christian resides in Belgrade, Maine. He is an outdoor enthusiast and frequent traveler. His interests include biking, skiing, hiking, and the art of making wine.

CBfish
 

 

Christian & Jess
 
Christian Skating
 
Christian & Skye
 

 

Kevin P. Carbin Jr., CFP®, CRPS®

Principal

Kevin is a financial advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. He has worked in the financial services industry since 1986 and is a founding shareholder of Casco Bay Wealth Advisors. He focuses on creating and nurturing mutually beneficial, long-term relationships with his clients.

Kevin designs and implements financial planning strategies for retirees, high-net-worth families, and business owners.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 6, 7, 63, and 66 securities registrations
  • Life and health insurance licenses
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Plans SpecialistSM

Notable

  • BS in economics, University of Massachusetts
  • Member, Maine Estate Planning Council
  • Member, Scarborough Public Library Development Committee
  • Member, Maine Planned Giving Council
  • Former adjunct professor, Financial Planning Program at Merrimack College
  • Dual citizen of the United States and Ireland
  • Maine Notary Public

Personal Information

Kevin and his wife, Maura, reside in Scarborough, where they raised their daughters, Molly and Maggie. Kevin is a volunteer with Hospice of Southern Maine and is a mentor to families seeking asylum in Maine through Welcoming the Stranger. Kevin is a member of the Appalachian Mountain Club’s Four Thousand Footers Club, having climbed all 60 peaks in New Hampshire and Maine that are taller than 4,000 feet. He is an avid fan of all of Boston's professional sports teams and enjoys hockey, fitness, reading, travel, and wine.

Kevin Family
 

Kevin & Molly

Kevn Katahdin

Normand Poulin Jr.

Principal

Norm is a financial consultant at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. He graduated with high honors from the University of Maine with a bachelor’s degree in educational sciences and entered the financial services industry in 1994. In 1998, he joined the investment professional team that now makes up Casco Bay Wealth Advisors.

Norm specializes in designing strategies that provide guidance to his individual and corporate clients, with strategies to pursue wealth, minimize risk, minimize taxes, and protect their estates.

Licenses and Registrations

  • FINRA Series 7, 63, and 66 securities registrations 
  • Life and health insurance licenses

Notable 

  • Qualified for Commonwealth’s Summit Club and/or Winners Circle for the past 11 years*
  • Board member of the Boys & Girls Club of Southern Maine
  • High honors graduate of the University of Maine

Personal Information

Norm, his wife, and their family currently reside in South Portland, Maine. He enjoys time spent with family and friends, physical fitness, golf, and working around the house.

*Commonwealth recognizes successful advisors based on a ranking of annual production among Commonwealth’s network of 1,710 financial advisors.

Leslie L. Couper, CFP®

Principal Supervisor

Leslie is the principal supervisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Leslie brings to the financial field a determination to help people pursue their financial goals and objectives and a desire to make it an educational process. She graduated from Bates College with a degree in biology and chemistry. Prior to pursuing a career in the financial industry, she was a research associate in the vascular biology department at Maine Medical Center Research Institute. Her desire to help people, combined with an interest in finances and enthusiasm for teaching, led her down the path of financial planning and attaining the CERTIFIED FINANCIAL PLANNER™ professional certification.

Leslie specializes in providing financial guidance and planning services, including estate, retirement, college, and general investment planning, for individual clients and small business owners.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 7, 24, 53, 63, and 66 securities registrations
  • Life and health insurance licenses
  • CERTIFIED FINANCIAL PLANNER™ professional

Notable

  • Bates College summa cum laude graduate with a degree in biology and chemistry
  • Received Maine Sports Hall of Fame Scholar-Athlete Award in 1986
  • Member of Phi Beta Kappa
  • Falmouth Lions Club member

Personal Information

Leslie and her family reside in Falmouth, Maine. Her hobbies include running (ran her 13th marathon in October 2018), basketball, skiing, hiking, and gardening. She also participates in the 180-mile Trek Across Maine, raising money for the American Lung Association.

Leslie and Bella
 

Kilimanjaro 1
Kaia July 2021
Boston Marathon Finish Line
 

 

 

 

 

Stephen P. Goldsmith, CRPS®

Principal

Steve is a financial advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Steve entered the investment industry in 1988 and is a principal at Casco Bay Wealth Advisors. He graduated from the University of Denver with a BA in psychology. He then went on to earn a teaching degree from Western Washington State University. In 1979, he earned a master’s degree in education from the University of Vermont. He enjoys using his experience and educational background to teach people about finances, help them understand the investment world, and set goals for their personal situations.

Steve specializes in providing guidance and financial planning services, including retirement and estate planning, as well as insurance, for individuals and small business owners.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 6, 22, 62, 63, and 65 securities registrations
  • Life and health insurance licenses
  • Chartered Retirement Plans SpecialistSM

Notable 

  • EMT for a ski patrol and the Fryeburg Fair
  • Chief of Fryeburg Rescue since 2004 and member since 1985
  • Member of the board of trustees for the Fryeburg Fair
  • EMA director of town of Lovell for emergency planning
  • Town of Lovell Selectman since 1993
  • Rocky Ridge Farm owner
  • Master's in education, University of Vermont
  • Teaching degree, Western Washington State University
  • BA in psychology, University of Denver

Personal Information

Steve and his wife live in Lovell, Maine, and have three grown children and four grandchildren. He enjoys farming and skiing.

Ashley Daigle

Financial Advisor

Ashley is an associate advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. She graduated from the University of Maine Honors College in 2004 and has worked in the financial services industry since 2011. 

Ashley particularly enjoys helping her female clients identify their most important financial goals and developing strategies to help them achieve those goals. She focuses her practice on socially responsible and sustainable investing (also known as ESG investing), as well as retirement and estate planning. She finds it particularly gratifying when she is able to empower her clients with financial knowledge and a plan for building their wealth.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 7 and 66 securities registrations
  • Life and health insurance licenses – Maine and New Hampshire

Notable

  • Member Omicron Delta Epsilon, an International Economics Honor Society
  • Former Champion Leader for the UN Foundation’s Shot@Life Campaign
  • Presenter and Panelist, 2019 Measles & Rubella Initiative Partners Meeting 
  • Dual citizen of the United States and Canada

Personal Information

Ashley enjoys traveling, crafting, genealogy, and spending time outdoors with loved ones, especially her son. They live in Falmouth, where they’re fortunate to be able to greet the sunrise over the ocean each morning. Ashley maintains dual citizenship in the United States and Canada and is constantly trying to maintain her Franco-American roots.

Alexander Mills

Financial Advisor

Alex is a financial advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. He joined the financial services industry in 2014 and has grown his practice focused on helping his clients live the life they love, now and in the future.

Alex specializes in customized wealth-building and wealth-protection strategies for busy professionals, business owners, pre-retirees, and high-net-worth families.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 7 and 66 securities registrations
  • Life and health insurance licenses

Notable

  • BS in Jazz Performance from the University of Southern Maine
  • Volunteered with the Maine Alzheimer’s Association on the “Walk to End Alzheimer’s” planning committee for many years
  • Performed in various musical groups over 20+ years including sharing the stage with Herbie Hancock and Michael McDonald

Personal Information

Alex lives in South Portland with his wife, two sons, and their half dachshund/half pitbull (Weiner-Pit) Seamus. Outside of work, Alex loves playing drums, fresh coffee, reading a good spy book, soul music, and taking Seamus on hikes. Most often though, he’s with his family—in the backyard pool, enjoying the Maine outdoors, at a hockey rink or ball field, or at the beach—and being the best father and husband he can be.

Michelle Gagnon

Senior Client Services/Operations Manager

Michelle is the senior client services manager at Casco Bay Wealth Advisors. She has been affiliated with the firm or its predecessor since 2003.

Licenses and Registrations

  • FINRA Series 6 and 63 securities registrations through Commonwealth Financial Network®
  • Life and health insurance licenses

Personal Information

Michelle is married with three sons and two stepsons. She enjoys spending time with her family, going to camp, reading, and crocheting. 

Notable

  • Maine Notary Public
  • Avid runner
Michelle Half 3
 

 

Stephanie Hart

Client Services Assistant

Stephanie is a client services assistant at Casco Bay Wealth Advisors. She joined the team in 2020. Formerly in the hospitality industry, Stephanie is pleased to bring a wide array of business and customer service skills to the Brunswick office.

Notable

  • YMCA lifeguard and swim instructor
  • Enjoys raising and training Golden Retrievers
  • Avid landscaper and outdoors person

Personal Information

Stephanie is a lifelong Mainer. She resides in a home she and her husband built in West Bath and enjoys staying active in the mountains and on the lakes throughout Maine. Free time is spent with her family at their beloved summer cottage and providing taxi service to a busy teenage daughter.