71 Ballou Drive
Lincolnville, ME 04849
I am a retiree of Bank of America with over 30 years of banking/financial experience. I started my career as a teller and retired as a Vice President/Wealth Management Banking Advisor. My passion is and always has been, building relationships with clients and helping them with all of their banking needs.
Navigating your personal finances is time consuming and can be overwhelming. I want to share my vast knowledge and experience by helping those who need help or would like to learn how to be “experts” at everyday banking tasks so you can feel secure! I can also help those who simply would like me to perform banking tasks regularly so you don’t have to. I will tailor a plan which corresponds to your needs (offering weekly, bi-weekly or monthly services).
Banking Concierge Services
Bank Account Reconciliation
Comprehensive Bill Pay and Budgeting for Monthly Expenses
Online Banking Assistance and Training
Personal Financial Management
Assistance with Filing Claims (i.e. Medicare, Insurance etc.)