Assistant Portfolio Manager
Dickinson College, BA

Holderness School Alumni Council

Taylor joined Spinnaker Trust in 2022, with prior experience in wealth management at Vigilant Capital Management and First Republic Bank.

Taylor enjoys working closely with clients and their families to achieve their wealth planning goals. As part of the portfolio management team, she focuses on how best to align client portfolios to meet client’s financial needs.

Taylor lives in Portland with her husband and their black lab, Bigelow. When she’s not working, you can find her on the ski slopes at Sugarloaf or spending time with family on Squam Lake.

email | 207.619.7802

ESOP Client Advisor
Xavier University, BSBA

CFA Society; American Society of Appraisers; The ESOP Association; National Center for Employee Ownership (NCEO)

Prior to joining Spinnaker's ESOP team, Serena performed valuations of privately held companies for purposes including ESOP transactions and annual updates, shareholder disputes, estate and gift tax matters, and divorce. Her experience valuing ESOP-owned companies and educating ESOP participants on valuation topics enables Serena to be a resource to Spinnaker's ESOP clients and their employee owners.

Serena lives in Saratoga Springs, New York, and loves all that New York offers including skiing, kayaking, sailing, and fantastic Broadway shows. As a native of Kentucky and born into a thoroughbred-owning family, Serena loves spending time around horses.

email | 207.541.9649

Account Operations Administrator

Molly became intrigued with finance and banking when working as a bank teller and a commercial loan administrator in Massachusetts. Before that, her experience as an administrative assistant in a busy family business taught her to be careful about the details.

Molly lives in Portland and enjoys being just a few minutes from the ocean at all times. In her free time, she can usually be found hiking, on a beach, or in a barn spending time with her horses.

email | 207.541.9794

Chairman, Principal
Dartmouth College, AB, MBA; Harvard Law School, JD; Boston University, LLM

Spinnaker Trust, Director

After a long history at Pierce Atwood and Acadia Trust, Dick founded Spinnaker Trust in 2000 to offer his clients a new kind of financial management experience. His combination of estate and gift tax planning expertise, investment skills, and close personal relationships with clients help families coordinate, achieve their goals, and build a legacy that lasts for generations.

Dick and his wife Margaret have two grown daughters who are both MDs. One of his proudest moments as a father was watching his elder daughter place the MD hood over her younger sister at graduation. Dick and Margaret live in Falmouth.

email | 207.553.7161

Trust Officer
Gordon College, BA

Leah joined the Account Administration team at Spinnaker Trust in the fall of 2022. Previously she held trust administration positions for firms in New Hampshire and Boston. Leah enjoys working directly with clients and giving a personal touch to customer service.

Leah lives in Kennebunk with her husband, Ethan. She is an active member in her local church, Seven Mile Road, and enjoys spending time with family and friends. You can find her sipping coffee on her deck enjoying every season Maine has to offer.

email | 207.553.7095

Tax Associate
University of Maine - Augusta, BS

Children's Discovery Museum, VP of Board of Directors

Nash came to Spinnaker Trust with experience from Wipfli, a large CPA firm focusing on high net-worth individuals, trusts, estate and gift taxes. He has a passion for numbers and after taking an accounting class in high school knew this is what he wanted to do. Nash enjoys building relationships with clients and helping them meet their financial goals.

Nash lives in Waterville with his wife, daughter and French Bulldog. He likes spending time outdoors with his family at the beach and going for family walks. When he’s not working, he enjoys golfing and volunteering at the Children’s Discovery Museum in Waterville where he serves as the Vice President of the Board of Directors.

email | 207.541.9650

Senior Vice President, Client Advisor, Principal
University of Vermont, BA; University of Maine School of Law, JD, cum laude

Maine Estate Planning Council; Maine State Bar Association, Trusts & Estates Section

Caitlin draws on her experience as a trusts and estates attorney to work with our clients on complex issues of wealth transfer, estate, gift and tax planning. She’s a great listener and works hard to earn our clients’ trust. Caitlin also volunteers her time as a member of the boards of Pine Tree Legal Assistance and the Maine Estate Planning Council.

Caitlin lives with her husband Steve, two children, and Golden Retriever Grady in Falmouth—but they spend the summers escaping to their family home on Great Diamond Island where the perfect Maine day includes exploring, biking, paddle boarding and boating. In the winter, she can be found on the ski slope making the very best of Maine’s cold season.

email | 207.541.9651

Assistant Portfolio Manager
University of Puerto Rico, BA in Finance

Geno was born and raised in Puerto Rico. He has 20 years’ experience with domestic and international clients. He started working as a part-time analyst in a trust department while in college and was fortunate to work his way up to permanent roles. Geno has experience as an advisor, relationship manager, trader, senior analyst and portfolio manager with the likes of Citigroup and Wells Fargo and various RIAs in San Juan and Miami.

Geno is an avid reader of U.S. history and financial news. He is excited to fully experience Portland and all its seasons, food, and what the community of Maine has to offer.

email | 207.541.9792

Account Administrator
Stonehill College, BA

After graduating from Stonehill College in 2018, with a degree in communications and business, Hailee began her career as the finance manager for a real estate developer in Boston, MA. In 2021, Hailee and her husband moved to Maine and bought their first home. Hailee continued her work as a finance manager for a general contracting / real estate company in Portland, ME, before starting at Spinnaker.

When Hailee isn’t working with Spinnaker’s Real Estate team, she enjoys gardening, trying out new restaurants, spending time with friends, and exploring the woods of Maine with her husband Max and her black lab Teddy!

email | 207.541.9656

Office Administrator

State of Maine Notary Public

Patricia spent over 20 years in the airline industry before changing careers in 2014. She then went into office management, managing medical offices prior to joining Spinnaker Trust in 2021.

Patricia is a native of Maine. She loves to travel, but believes Maine is the best place to be in the summer. Her greatest joy is her granddaughter.

email | 207.553.7160

Client Services, Onboarding Coordinator

SMCC -Liberal Studies / Current Student at University of Southern Maine, Psychology

Erica came to Spinnaker Trust with over a decade of experience as a quasi-Account Manager with a portfolio of 300 international global accounts valued at $700M+ for WEX. As a point person for working with clients, she has spent a great deal of time designing creative solutions that come along with navigating difficult terrain. She has a passion for learning new things and being creative with problem solving whether it is at work or in life.

Erica lives in Southern Maine and enjoys all that Maine has to offer. When she is not working, she likes to be outdoors hiking and camping, and discovering new trails with her dog, Hemingway.

email | 207.541.9657

Senior Vice President, Chief Operating Officer
Thomas College, BS; University of Southern Maine, MBA

State of Maine Notary Public
Certified Trust and Fiduciary Advisor

Ainsley has been with Spinnaker Trust for over a decade. She loves her day-to-day work because she knows that it helps to provide a secure financial future for our clients and their families.

Ainsley lives in Wells with her husband, Keith, their two daughters, and their dog, Lincoln. Together, they love exploring Maine’s gorgeous scenery throughout the year. They especially enjoy beaching, boating and biking during the summer.

email | 207.541.9781

Executive Vice President, Principal
Yale College, BS; NYU Stern School of Business, MBA

Spinnaker Trust, Vice Chairman; The Hotchkiss School, Co-President of the Board of Trustees; Squash Haven, Co-Chairman of the Board of Trustees; Yale School of Management, Advisory Board Member; Portland Museum of Art, Trustee; BPI Partners, Co-Manager and Prouts Neck Association, Past President

Bob joined Brown Brothers Harriman directly out of college, co-founded the firm’s private equity business, and was ultimately the partner in charge of the wealth management and investment businesses globally. He also has extensive banking, mergers and acquisition and valuation experience from his time at BBH. He enjoys sharing his knowledge with younger colleagues as a mentor and coach.

Bob lives in Manchester, Massachusetts with his wife Sarah and they have three daughters. He is a also a long-time community member in Prouts Neck, Maine. He plays competitive tennis and enjoys the strategy and quick action. He serves on the boards of a variety of educational and arts organizations and has a long-standing commitment to squash educational programs, having played a role in the founding of both Squash Haven and Portland Community Squash.

email | 207.541.9644

Vice President, Tax Director
University of Southern Maine, BS; Thomas College, MST

Certified Public Accountant; American Institute of Certified Public Accountants; Maine Society of CPAs; Maine Estate Planning Council

Maria is committed to her accounting community, serving as a board member and CPE co-chair of the Maine Society of CPAs. She advocates for the industry and educates high school and college students about opportunities in the field. Maria enjoys building relationships with our clients’ families over time, sharing in their successes and triumphs as they meet their financial goals.

Maria lives in Scarborough and appreciates the easy access that living in Southern Maine gives her to the state’s beaches, lakes, mountains and parks—but also to travel outside of Maine by bus, train, or plane. As a born and bred Mainer who just happens to be a Yankees fan, she’s constantly dodging her Red Sox loving family’s scorn. Go Yankees!

email | 207.541.9791

AVP, Director of Account Administration
Elmira College, BA; Cannon Trust School

Maine Estate Planning Council
State of Maine Notary

Karen lives in Gorham with her husband Jeremy and two daughters, Madison and Emilee. She came to Spinnaker Trust over 10 years ago by way of HM Payson and TD Wealth. She loves the collaborative, motivated, atmosphere at Spinnaker Trust and enjoys being able to work closely with co-workers to achieve the very best results for our clients.

When she’s not at work, Karen loves to experience Maine’s beauty through all the seasons: running, boating, snowmobiling, or just enjoying time with her family at their camp in Eustis.

email | 207.541.9653

Account Administrator
University of Maine, Bachelor of Science

After graduating from the University of Maine with a degree in business administration with a concentration in finance, Jennifer has spent most of her career in administrative roles making sure offices run smoothly. She enjoys supporting team members, helping clients, and contributing her dedication and hard work to a team environment. Jennifer lives in Biddeford, with her cat, Camper. She enjoys antiquing, baking and spending time at her camp here in Maine with her two grown daughters.

email | 207.619.7811

Senior Vice President, Client Advisor & Director of Private Markets Boston College, BA; Lift360 Emerging Leaders Program, Graduate

Chartered Financial Analyst; Maine CFA Society, Member; Friends School of Portland, past Board Member; LearningWorks, Board Chair

Eben loves helping people achieve their life goals through disciplined investment management. Prior to joining our team, he worked at Santander Bank as a Senior Portfolio Risk Analyst. In Portland, Eben has been involved in many boards and community organizations, including The Friends School of Portland, Learning Works, and Lift 360.

Eben lives in Falmouth with his wife Tori, their two sons Ebbe and Henry, and a Labradoodle named Bear. Outside of work, Eben has a passion for classic automobiles – collecting, driving, tinkering, and even just admiring. One of his favorite Maine activities is to take an early fall day trip up the coast with his family, stopping to explore all the parks, beaches and small towns along the way.

email | 207.541.9788

Controller
University of Southern Maine, B.S.

State of Maine Notary Public

Leigh Ann has always had a talent for numbers, and she developed her accounting skills over 22 years at One Bankcorp and EnviroLogix before she joined Spinnaker Trust.

Leigh Ann loves the change of seasons and enjoys boating, kayaking, skiing, or just relaxing with a good book by the ocean or a lake. Her greatest source of joy in life is her family and she loves living close to and spending time with her children, grandchildren, and their extended families.

email | 207.541.9785

Account Administrator
University of Maine, Bachelor of Science

After graduating from the University of Maine with a degree in business administration with a concentration in accounting, Kelsey worked for Actuarial Designs & Solutions and EPIC Retirement Plan Services for over 15 years providing third party administrative services to clients primarily throughout Maine. Kelsey lives in Westbrook and enjoys volunteering with her daughter’s Girl Scout troop, spending time with friends, and anything that involves time on the water during the beautiful Maine summers.

email | 207.619.7809

Vice President, Director of Real Estate
Colgate University, BA; University of Maine School of Law, JD, magna cum laude

Colgate Club of Maine, Co-President

Prior to joining Spinnaker Trust, Casey was a commercial real estate broker in New York City, an affordable housing consultant in the Bay Area of California, and most recently a partner at a local law firm, where he represented real estate developers, secured lenders, and tax credit investors. Casey enjoys drawing on his diverse background to advance all types of real estate projects in an efficient and effective manner.

Casey lives in Portland with his wife, their three young children, and a terrier named Clifden. During law school, Casey had the opportunity to study abroad at the National University of Ireland at Galway, which he and his wife used as a base camp to explore Europe. He enjoys spending time with his family, working on the house, and taking advantage of the Maine outdoors.

email | 207.619.7803

Senior Vice President, Client Advisor
Bentley University, BS, cum laude

Portland Trails, Board Member;

Laura came to Spinnaker Trust by way of a BS from Bentley College and an MBA from the University of Southern Maine that led her to Unum, Merrill Lynch and, in 2017, our team. Laura loves working with people to define their vision, build wealth, and protect it. As part of a team of investment, tax, trust and estate planning experts, her priority is to determine each client’s unique financial thumbprint and enable them to achieve their financial goals so they can live their best life.

When she’s not helping our clients realize their ideal financial life, Laura likes to be immersed in Maine’s beaches, mountains, and lakes. The fact that she loves ALL the seasons in Maine means she’s a true native!

email | 207.619.7889

Assistant Director of Operations
Thomas College, BS

Kati went to school for Finance and Economics and started her career at Citigroup as a Senior Accountant in Alternative Investments, then Wright Express as a Strategic Portfolio Analyst, before joining the Spinnaker Trust team.

Kati lives in Windham with her son Tyrie and their dog Jazmin. She and her son are both active and love to play sports. Her favorite pastime is watching her son play whatever sport is in season. She also serves on the board of the Windham Youth Basketball Association.

email | 207.541.9783

Chief Investment Officer, Treasurer, Principal
Wheaton College, BA; University of Chicago Booth School of Business, MBA

Chartered Financial Analyst
Maine CFA Society, Director; Boston Security Analysts’ Society; LearningWorks, Board Member

Jessamyn says she accidentally fell into the financial management field. She fell in love with the environment in her first job post-college, when she was tasked with doing research and analysis at Wellington Management, then at Fidelity Investments. She loves the intellectual rigor and constant evolution required for studying not just the numbers, but the cultural and psychological factors that inform smart investment decisions. As a result, she brings robust, informed strategy to our clients. Jessamyn has 20 years of investment experience and serves on the boards of LearningWorks and the CFA Society of Maine.

Jessamyn’s daughters rule the roost in her family’s home in Falmouth. They all love living in a state with a great food scene as well as ocean, lakes and mountains for hiking or just getting outside, especially on crisp autumn days.

email | 207.541.9647

Principal, Senior Client Advisor
Hamilton College, BA

President of The Victoria Mansion Board of Trustees; Town of Yarmouth Investment Committee; North Yarmouth Academy Board of Trustees

Drew comes to Spinnaker Trust with experience as a VP at Chase Manhattan Private Bank in New York City, an SVP at UBS, and a Principal at Portland Global Advisors. He graduated from Hamilton College, in Clinton, NY, where he discovered his interest in the financial industry. Drew is a Certified Exit Planning Advisor (CEPA) and enjoys helping families and small businesses work through the challenges of succession. He loves being actively engaged with our clients, using his skills to help them simplify their financial complexities so that it is easier for them to live their goals.

Drew lives in Yarmouth with his wife, son, daughter and two dogs. Drew serves as the President of the Victoria Mansion Board of Trustees, is the Chair of the Investment Committee for North Yarmouth Academy, and is a member of the Town of Yarmouth Investment Committee. In his free time, Drew enjoys boating, golfing, skiing and spending time with his family and friends.

email | 207.541.9655

Principal, Senior Client Advisor
College of the Holy Cross, BA

Certified Financial Planner® Certificants of North America
Financial Planning Association; Make-A-Wish Foundation, Former Board Member; Maine Estate Planning Council; Maine Medical Center Community Ambassador Council; Roman Catholic Diocese of Portland, Investment Committee Member

Cindy’s high school economics teacher encouraged her to enter the financial services industry and sparked her interest in investments. She came to Spinnaker Trust with extensive experience serving as a VP and Senior Account Executive at Fidelity Investments for over 16 years. She loves helping our clients develop robust financial strategies that let them live their best lives while taking care of their loved ones.

Cindy’s favorite part of living in Maine is the sense of community she finds through volunteering and at home in Cape Elizabeth with her husband, where she enjoys seeing their three grown children, playing bocce, reading and relaxing at the beach all summer long with friends and family.

email | 207.541.9780

Principal, ESOP Client Advisor
SUNY Geneseo, BS Accounting

The ESOP Association; National Center for Employee Ownership (NCEO)

Jeannine found a passion for employee ownership after working at the rapidly growing employee-owned convenience store chain, Stewart’s Shops in New York. At Spinnaker Trust, her experience with both the successes and pitfalls of employee-owned companies, and her love of accounting, position her to guide our ESOP clients and their employee-owners to succeed.

Jeannine’s proudest achievement and happiest moments involve being an active mom to her two daughters, Maggie and Ellie (even when complicated carpools are involved), and dog-mom to Pitbull, Nola. They live in Scarborough. Jeannine is a member of the board of The Center for Grieving Children.

email | 207.619.7891

Trust Officer
Smith College, AB; Western Kentucky University, MA; Andover College, Certificate in Paralegal Studies

State of Maine Notary Public

Michele thrives on collaboration and teamwork. She spent 10 years as a paralegal at Perkins Thompson before joining Spinnaker Trust. She loves the fact that her job allows her to constantly see new perspectives, learn new things, and solve new challenges. As a self-proclaimed ‘people-person,’ collaborating with our clients and other staff to achieve financial goals is one of Michele’s greatest professional rewards. She is a compassionate and thoughtful listener.

Living in Maine gives Michele both coast and mountains to explore. Fall days, with their crisp air, apple picking and colorful leaves, are her favorite.Someday, Michele may pursue her dream of singing on stage, just belting out a song for all to enjoy.

email | 207.541.9790

Senior Vice President, ESOP Client Advisor
Wesleyan University, BA; University of Southern Maine, MBA, MSA

Maine Cancer Foundation, President; American Society of Appraisers; The ESOP Association; National Center for Employee Ownership (NCEO)

For over 15 years, Laura valued privately held companies for a variety of purposes, including estate and gift tax matters, family law matters, shareholder disputes, damages, and ESOP administration services. As a part of Spinnaker’s ESOP team, Laura’s experience working with business owners to help find solutions to complex valuation issues helps to strengthen our services to ESOP clients and their employee-owners.

Laura lives in Portland and spends her time out of the office with family and friends enjoying Maine’s numerous outdoor activities.

email | 207.541.9649

Assistant Portfolio Manager
Bentley University, BS; University of Maine, MBA

Certified Public Accountant; American Institute of Certified Public Accountants

David joined Spinnaker Trust with a passion for helping people understand the complexities and nuances within the various investment and financial planning strategies available to them. Prior to joining Spinnaker Trust, David worked as a Senior Tax Accountant for a local public accounting firm focusing on closely held businesses and their owners. Most recently, David worked as a Project Finance Analyst for a renewable energy developer responsible for the structuring and financial modeling of tax equity investments. David is dedicated to working with individuals to achieve their financial goals.

David lives in the Greater Portland area and enjoys all that Maine has to offer. When he is not working you can find him at the driving range or on the golf course, finding the best pizza in Portland, or hiking the New England 4,000 footers.

email | 207.619.7806

Account Administrator
University of Southern Maine

Prior to joining Spinnaker, Chris worked as an Account Manager at Standard Retirement Services. She can’t imagine a better company in which to build her career. Chris started in the plan retirement business and spent about fifteen years working as an account administrator and recordkeeper. Transitioning to the Trustee side of the business has been a great challenge and has proven very rewarding for her.

A native of Windham, Chris lives there now with her partner, Steve, and their Southern rescue pup, Luna. They feel fortunate to live in Maine with easy access to the lakes and ocean and plenty of outdoor activities in every season–but their favorite is summer boating on Sebago Lake. The couple has three grown sons.

email | 207.541.9654

President and CEO, Principal
Duke University, BA; Harvard Law School, JD

Maine Medical Center, Trustee; Welch Supporting Organization, Maine Community Foundation, Director; MaineHealth, Corporator; Alfond Scholarship Foundation, Director; Center for Grieving Children, past President of the Board; Maine Estate Planning Council; Maine Bar Association; Spinnaker Trust, Director

Amanda, our fearless leader, loves using her legal background to analyze our clients’ complex situations and to offer solutions that meet the individual and combined needs and goals of large families throughout the generations—grandparents, parents, and children.

Amanda lives in her hometown of Falmouth and feels grateful for the community she shares with her husband Mark and their three children. They enjoy Maine’s brief summers by getting outside and into the water as much as possible.

email | 207.541.9643

Senior Operations Administrator
Husson University, BS; Business Administration (Cum Laude)

Jessica started her financial services career in 2004 at UBS Financial Services, where she held roles ranging from Client Service Associate to Assistant Operations Manager. She joined the Spinnaker Operations team in 2021 and is excited to continue learning and growing with the company.

Jessica lives in Standish with her son William and three cats! She is an active member of the Standish recycling committee and is passionate about the environment. She can almost always be found in the garden covered in dirt or with her nose buried in a garden catalog plotting and planning a new garden bed.

email | 207.619.7808

Account Operations Administrator
Roger Williams University, BS

Mike moved to the mid-coast area of Maine from the suburbs of New York City in 1993 after graduating college. A couple years later he moved to Portland being attracted to the culture, diversity, and growing food scene. He developed his professional experience over the years working in Finance and Accounting at well-established companies throughout Portland. Mike takes pride in the quality of his work and his willingness to work with others to get the job done.

Mike likes to bike, camp, and spend time at the beach during the warm summer months of Maine and New England. He also enjoys baking at home when the weather cools down. Since he was a teenager, he has had an interest in landscape and abstract photography. He is a strong proponent of the arts. He feels that art has the power to inspire all of us.

VP, Chief Trust Officer
Bentley College, BS, Economics-Finance; Bentley College, MS, Corporate Finance; Suffolk University Law School, JD; Boston University School of Law, LLM, Taxation

Commonwealth of Massachusetts Notary Public, Maine Estate Planning Council

Zak came to Spinnaker Trust after spending 13 years at the Boston law firm of Maselan & Jones, P.C. where he worked closely with clients on estate planning, business succession planning, and estate administration. Zak also has extensive experience working with families on Medicaid matters and special needs trusts. Zak has always enjoyed working closely with clients to help them achieve their goals and hopes to continue this with Spinnaker Trust.

Zak lives in Lowell, Massachusetts, and enjoys attending his children’s many and varied activities. When not working, Zak loves to travel and plays soccer, ice hockey, and softball in adult leagues. He also enjoys getting out into nature with a challenging hike in the mountains of New England.

email | 207.619.7810

VP, Director of Portfolio Management & Trading
Clemson University, BS in Economics

Scott joined Spinnaker Trust in 2024 and brought with him over 20 years of experience. Most recently he was a Portfolio Manager at Key Private Bank and before that he was Head Trader at HM Payson for eight years.

Scott lives with his wife and four children in Portland. They love spending time outdoors, especially going to beaches during the summer and snowshoeing in the winter.

email / 207.619.7812

Senior Analyst
University of Maine, BS

Renee has always had a passion for finance—especially for watching the stock market with an eagle eye. She brings over 20 years of experience in investment management to her position as an analyst at Spinnaker Trust, where she monitors our clients’ portfolios and recommends better investment strategies every day.

In her downtime in Gorham, Maine, Renee and her family foster rescue dogs (including current puppy Carly) through Helping Paws, and she volunteers to support the public schools, especially the sports programs. Renee loves to hike, bike, walk with dogs, and spend lakeside time with her husband and two daughters during Maine’s all too brief summers.

email | 207.541.9784

ESOP Client Advisor
University of Vermont

The ESOP Association; National Center for Employee Ownership (NCEO)

Chris spent over 10 years as a Vice President at Actuarial Designs & Solutions before joining our ESOP team as a client advisor. Chris and his wife Michelle live in a busy household in Cape Elizabeth with their three children, two cats, Sully and Rosie, and a dog, Millie. They find that the greater Portland environment offers all that a bigger city can, but without the hassle.

Chris loves running outdoors most anywhere, anytime, and exploring Maine’s ocean, lakes and mountains with his family and friends in the summer. He loves living in Maine and embraces all that the state has to offer throughout the seasons.

email | 207.541.9793

Trust Officer
Towson University, BS

Certified Trust and Fiduciary Advisor

Shannon spent 15 years working as part of the Client Service teams serving corporate retirement plans. In these roles, she developed deep relationships and consulted and assisted her clients with matters relating to their defined benefit, defined contribution and non-qualified plans. Following that, she worked as part of a Private Banking team assisting families in a fiduciary capacity. She holds a Certified Trust and Financial Advisor designation.

A recent transplant to Maine, Shannon lives in Cape Elizabeth with her husband and two children. She enjoys being outdoors in all seasons and is excited to live close to beautiful beaches, lakes and mountains.

email | 207.619.7804

Senior Vice President, Senior Client Advisor
Colby College, BA

Maine Island Trail Association Board Member, Mitchell Institute Investment Committee Member, Chewonki Foundation (past Treasurer of Board); Maine Estate Planning Council, Morris Farm Trust (past Treasurer of Board), YWCA (past Board Member)

Kate joined Spinnaker in 2010 as a Senior Client Advisor. She holds a Certified Wealth Strategist designation. Kate has many years of experience delivering a unique combination of expertise in the areas of wealth planning, investments, insurance, charitable giving, estate planning and taxation to families and charitable organizations. She is responsible for managing investment portfolios and ensuring that clients receive personalized service tailored to their individual needs. She loves using a combination of analytical and people skills to work with clients to achieve their goals. She has a strong emphasis on personal service, long term relationships and attention to detail.

When Kate is not working, she can be found with her husband sailing the coast of Maine, hiking in the Tetons or gardening in her backyard.

email | 207.541.9645

Information Security Officer
University of Maine, BS

Certified Information Security Manager, InfraGard Maine Members Alliance, Saco School Board

Carolyn has over 10 years of experience, bridging the gap between technology and business to ensure cybersecurity aligns with Spinnaker Trust’s organizational goals. Her responsibilities include conducting risk assessments, developing and overseeing security policies, and training employees in security awareness best practices. Carolyn’s strong business acumen, effective communication, and risk management skills make her a valuable asset in safeguarding Spinnaker Trust, and our clients.

email | 207.541.9789

Executive Assistant, Board Liaison and Secretary
Michigan State University, BS; University of California at Irvine, Paralegal Certificate

State of Maine Notary Public

Nancy is a longtime Spinnaker Trust employee. She serves as Executive Assistant to the principals of Spinnaker Trust and the Directors of Real Estate and Fixed Income & Alternatives. She was elected as Secretary to the Board in 2021. Prior to joining Spinnaker, she spent 10 years as a legal secretary at Sheppard Mullin, working in its Orange County, California office.

When not working, Nancy enjoys spending time with her family, reading, boating, watching college and pro sports and relaxing at home in Cumberland Foreside.

email | 207.541.9646