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The Bottom Line Podcast with Guest Mariah Mitchell
Vice President and Associate Chief Trust Officer Mariah Mitchell, Esq., joins The Bottom Line podcast to discuss estate planning, and Maine’s evolving tax landscape.
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How to navigate a leadership transition
Drew Oestreicher and Laura Pfeiffenberger share practical guidance in Mainebiz on navigating succession and preparing for life after leadership.
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Couples With Age Gaps Face Financial Challenges. How to Navigate Them.
Principal, Senior Vice President, and Senior Client Advisor Drew Oestreicher shares insights in Barron’s on how couples with age gaps can navigate retirement.
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Spinnaker Trust announces key promotions as it celebrates 25 years
Spinnaker Trust recognizes the advancement of Tim Kaijala, Serena Amlie, and Karen Hamblen as the firm marks a major milestone.
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It’s time for a retirement checkup: 5 easy ways to stay on track
Senior Vice President and Chief Trust Officer Zak Smolkin emphasizes why regular financial reviews help individuals stay organized and prepared for retirement.
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Structuring for success: How one Maine company navigated the ESOP process
ESOP Client Advisor Laura Pfeiffenberger is featured in a Mainebiz deep dive on how Zachau Construction successfully transitioned to employee ownership.
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ESOP trends at a glance
ESOP Client Advisor Laura Pfeiffenberger shares insights in Mainebiz on the rise of ESOPs in Maine’s construction and manufacturing sectors.
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How to make ESOP communication a success
Vice President and ESOP Client Advisor Chris Whitney offers practical steps for successful employee ownership communication.
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Spinnaker Trust named among 2025 Best Places to Work in Maine
Spinnaker Trust is named among the Best Places to Work in Maine 2025, as featured in the Bangor Daily News.
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Is hands-off investing the way to go?
Principal, Senior Vice President, and Client Advisor Laura McHugh shares hands‑off investing insights in The Week, sourced from MarketWatch.
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Spinnaker Trust hires deputy chief investment officer with a decade of experience
Spinnaker Trust, a Portland-based wealth management firm, has hired Tim Kaijala as Vice President and Deputy Chief Investment Officer.
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How to find a succession strategy that’s right for you
ESOP Client Advisor Laura M. Pfeiffenberger and Zachau Construction CEO Jeff Zachau share lessons learned in the course of considering different succession options.
