Broker Check

Meet The Team

Associates

Holly Caron

Client Service Associate

207-873-2200

207-873-2888

holly@goldenpondwealth.com

Holly has been employed with Golden Pond Wealth Management since its inception in 1996. She has worked in the industry for over 25 years currently holding FINRA securities registrations Series 6, Series 7, and Series 62 with LPL Financial. Through the College for Financial Planning, Holly has obtained the Chartered Mutual Fund Counselor and Chartered Retirement Plan Specialist (CRPS) designations. Holly resides in Winslow with her husband Ray. They have one daughter, Katie, who lives in Winslow with her husband Andrew and daughter Mallory. Katie currently works as an environmental scientist. Holly is passionate about volunteering with Hospice Volunteers of Waterville Area and currently serves on the board of directors. Outside interests include boating, hiking, traveling, gardening, sports and spending time with her family, especially with her granddaughter.

Judy Albair

Client Service Associate

207-873-2200

207-873-2888

judy@goldenpondwealth.com

Judy has been employed with Golden Pond Wealth Management for 16 years, with overall experience in the financial industry of 23 years.  Judy holds FINRA securities registrations, Series 7 and Series 63 with LPL Financial and is also a Financial Paraplanner Qualified Professional (FPQP).  Judy supports local fundraisers and walks for cancer related charities; most recent for EMMC Champion the Cure, which has raised over $2.7 million with all funds staying at the cancer center in Brewer.  Judy resides in Fairfield with her husband, Jack, and enjoys traveling, golfing, hiking, gardening, and most of all spending time with family.

 

Paige Phillips

Client Service Associate

207-873-2200

207-873-2888

paige@goldenpondwealth.com

Paige has been with Golden Pond Wealth Management since 2016. She has worked in the customer service industry for over 16 years and the financial industry for the last 6 years. Paige has obtained her securities registration Series 6 and 63, held with LPL Financial. She has lived in Central Maine all her life, growing up in Sidney and currently residing in Oakland with her six-year-old daughter Akadia. They enjoy being outside hiking or crafting.

Katie Brann

Client Service Associate

207-873-2200

207-873-2888

katie@goldenpondwealth.com

Katie is the newest member of our firm. Katie comes to us after being employed by Stone Coast Fund Services in Portland, Maine as an investor services representative. She graduated from Boston University with a B.S. in political science and has passed her Series 7 investment securities license exam. Katie is currently studying for her Series 66 uniform combined state law exam and her CFP®(Certified Financial Planner). When she can, Katie enjoys skiing, spending time by the lake, and coaching field hockey with the Maine Majestix. She lives in Sidney with her husband, Zach and goldendoodle, Bodhi.

Kelly Huff

Administrative Assistant

207-873-2200

207-873-2888

kelly@goldenpondwealth.com

Kelly has been with Golden Pond Wealth Management since 2015. She comes to us after being employed by the U.S. Postal System for the past 20 years. She is a lifelong resident of Burnham. Kelly has twin daughters Kady and Kylie. Kady is a graduate of Western New England University School of Law and is currently employed with Eaton Peabody in Bangor. Kylie is a graduate of Rutgers School of Law and is employed with Cleary Gottlieb in New York City. Kelly is very proud of both her girls. She enjoys painting, kayaking, camping and most of all photography.

Danielle Amerault

Operations Manager

207-873-2200

207-873-2888

danielle@goldenpondwealth.com

Danielle joined the Golden Pond staff in 2012 as an Administrative Assistant and has now moved into the Operations Manager position. Danielle moved to Maine 12 years ago with her husband, Joe who reside in Albion. They have a 20-year-old daughter, Emily, who lives in Portland, ME. Danielle is a lifelong member of the Girl Scouts of Maine. When possible, Danielle enjoys spending time going on motorcycle trips with her husband, crafting, enjoying the outdoors and getting together with friends and family.