Broker Check

Press

May 4, 2020: Katie Brann interviewed in Mainebiz about women in wealth management

"Portfolio shift: More Maine women make their mark in wealth management"

Read the article

March 31, 2020: Brian Bernatchez interviewed in Mainebiz about financial market turmoil

"Waterville wealth firm invokes Buffett playbook in crisis response"

Read the article


Please click on the image to enlarge: