Our Team

Our Team

 

Christian Bishop, CFP®, CRPS®, 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 unique 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 securities registrations: Series 6, 7, 26, 63, and 66
  • Life and health insurance licenses
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Plans SpecialistSM
  • 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 fund-raiser 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.

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 securities registrations: Series 6, 7, 63, and 66
  • 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

Personal Information

Kevin and his wife Maura reside in Scarborough where they raised their daughters Molly and Maggie. He is a member of the Appalachian Mountain Club’s Four Thousand Footers Club, having climbed all of the 60 peaks in New Hampshire and Maine that are taller than 4,000 feet. He is an avid fan of the Boston Red Sox and enjoys hockey, fitness, reading, travel, and wines.

Normand Poulin Jr.

Principal

Norm is a financial consultant of Casco Bay Wealth Advisors and a Registered Representative of Commonwealth Financial Network®, member FINRA/SIPC. 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 securities registrations: Series 7, 63, and 66
  • Life and health insurance licenses

Notable 

  • Qualified for Commonwealth’s Summit Club and/or Winners Circle the last 11 years*
  • Board member of the Boys & Girls Club of Southern Maine
  • High honors graduate of 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 of 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 securities registrations: Series 7, 24, 53, 63, and 66
  • 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

She and her family reside in Falmouth, Maine. Her hobbies include running (ran her fifth marathon in November 2013), basketball, hiking, and gardening. She also participates in the 180-mile Trek Across Maine, raising money for the American Lung Association.

 

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Stephen P. Goldsmith, CRPS®

Principal

Steve is a financial advisor of Casco Bay Wealth Advisor and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Steve entered the investments industry in 1988 and is a principal with 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 securities registrations: Series 6, 22, 62, 63, and 65
  • Life and health insurance licenses
  • Chartered Retirement Plans SpecialistSM

Notable 

  • EMT for a ski patrol and 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.

Sheila S. Menair, Certified Divorce Financial Analyst (CDFA)

Financial Consultant

Sheila 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. Sheila entered the financial industry in 1999 and since 2004 has been solely committed to the financial advisory role. She looks forward to aiding her clients in identifying their most meaningful financial goals and providing personalized strategies to help them pursue their goals and protect their assets. Delivering relevant and trustworthy financial advice and having the client’s best interest at heart is the cornerstone of her investment philosophy. Sheila's CDFA designation allows her to help clients and their attorney make financial sense of proposed divorce settlements today, that will impact the clients future financial well-being. Establishing lifelong relationships with her clients and being their financial ally through all transitions in life is what brings Sheila the most gratitude.  

Licenses and Registrations

  • BA in history
  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA securities registrations: Series 6, 7, 63, and 65
  • Life and health insurance licenses
  • Certified Divorce Financial Analyst (CDFA)

Personal Information

Sheila resides with her family in Harpswell. She enjoys hiking, gardening, and working with local community nonprofits on fund-raisers. Sheila is an avid lifelong fan of the Boston Bruins.

Gregory Choquette

Financial Consultant

Greg Choquette 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.

Greg began his career as a financial consultant in 1989 and has found a number of ways to help clients and advisors in his 28 years in the business.  He enjoys helping clients realize their dreams. Over the years he has been privileged to share births, graduations, home purchases, retirements and funerals with his clients.  Greg enjoys the mentoring aspects of this career as well as the chemistry of helping clients lower taxes, retire successfully, and live the lives that they want to live.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Securities Registrations: 7, 24, 63, 66
  • Life and Health insurance licenses

Notable

  • Graduate of University of Maine
  • Bachelor of Science Degree in Business Administration with a concentration in accounting and management
  • Past President Bangor Rotary

Personal

Greg lives in Brunswick, Maine with his wife Rhonda. As well as the cultural enrichment available in the area, they enjoy boating, hiking, biking, skiing and most anything to do with the outdoors in Maine. Greg’s son, his wife and granddaughter live in Portsmouth, NH so Greg looks forward to doing all the “grandfather” things as she grows.

Becky Adams

Operations Manager

Michelle Gagnon

Client Services Manager - Portland

Michelle is the Senior Client Services Manager at Casco Bay Wealth Advisors.  She has been affiliated with our firm or its predecessor since 2003.

Licenses and Registrations

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

Personal Information

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

Trena Bean

Client Services Manager - Brunswick

Trena is the Client Services Manager in our Brunswick office.  She joined Casco Bay Wealth Advisors in 2015

Licenses and Registrations

  • FINRA securities registration:  Series 6 and 63 through Commonwealth Financial Network®

Personal Information

Trena is from Maine, and resides in Georgetown with her husband.  She is a mother of two, and enjoys gardening, canning, canoeing, snow shoeing along with many other outdoor activities.