Who We Are

Our Firm

We are an independent wealth management firm established in 2013. Prior to that date, the six owners of our firm worked together at another Maine-based financial services firm for over 15 years. We have the pleasure and challenge of earning the business of individual, corporate, and institutional clients primarily on a fee-based basis. It is our belief that this platform helps our firm do well when our clients are doing well.

Our talented and thoughtful group of advisors has many years of industry experience and a deep-felt responsibility for the well-being of our clients. Our goal is to create and nurture mutually beneficial relationships with our clients. Our client service staff plays a vital role in delivering the personal and professional levels of service our clients expect.

We offer no-fee discovery consultations to give you the opportunity to determine whether our culture and professional approach is a good fit for your goals and values. Please call us to schedule a discovery consultation.

Christian Bishop, CFP®, CRPS®, EA

Principal

Christian is a financial advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Christian entered the financial services industry in 1993 as a tax accountant. In 1997, he expanded his practice to include investment, retirement, college, and financial planning. Christian is a founding shareholder of Casco Bay Wealth Advisors, where he continues to use his tax expertise and planning strategies to pursue the financial needs of his clients.

Christian specializes in applying his expertise to retirement, income, and estate plans designed specifically to pursue his clients' needs and goals.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 6, 7, 26, 63, and 66 securities registrations 
  • Life and health insurance licenses
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Plans SpecialistSM
  • Enrolled agent to practice before the IRS*

Notable

  • Former adjunct professor at Merrimack College
  • Former treasurer and board member at Habitat for Humanity Brunswick
  • Multiyear participant in the 180-mile Trek Across Maine fundraiser for the American Lung Association

Personal Information

Christian resides in Belgrade, Maine. He is an outdoor enthusiast and frequent traveler. His interests include biking, skiing, hiking, and the art of making wine.

Kevin P. Carbin Jr., CFP®, CRPS®

Principal

Kevin is a financial advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. He has worked in the financial services industry since 1986 and is a founding shareholder of Casco Bay Wealth Advisors. He focuses on creating and nurturing mutually beneficial, long-term relationships with his clients.

Kevin designs and implements financial planning strategies for retirees, high-net-worth families, and business owners.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 6, 7, 63, and 66 securities registrations
  • Life and health insurance licenses
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Plans SpecialistSM

Notable

  • BS in economics, University of Massachusetts
  • Member, Maine Estate Planning Council
  • Member, Scarborough Public Library Development Committee
  • Member, Maine Planned Giving Council
  • Former adjunct professor, Financial Planning Program at Merrimack College
  • Dual citizen of the United States and Ireland
  • Maine Notary Public

Personal Information

Kevin and his wife, Maura, reside in Scarborough, where they raised their daughters, Molly and Maggie. Kevin is a member of the Appalachian Mountain Club’s Four Thousand Footers Club, having climbed all of the 60 peaks in New Hampshire and Maine that are taller than 4,000 feet. He is an avid fan of all of Boston's professional sports teams, and enjoys hockey, fitness, reading, travel, and wines.

Normand Poulin Jr.

Principal

Norm is a financial consultant at Casco Bay Wealth Advisors and a Registered Representative of Commonwealth Financial Network®, member FINRA/SIPC. He graduated with high honors from the University of Maine with a bachelor’s degree in educational sciences and entered the financial services industry in 1994. In 1998, he joined the investment professional team that now makes up Casco Bay Wealth Advisors.

Norm specializes in designing strategies that provide guidance to his individual and corporate clients, with strategies to pursue wealth, minimize risk, minimize taxes, and protect their estates.

Licenses and Registrations

  • FINRA Series 7, 63, and 66 securities registrations 
  • Life and health insurance licenses

Notable 

  • Qualified for Commonwealth’s Summit Club and/or Winners Circle the past 11 years*
  • Board member of the Boys & Girls Club of Southern Maine
  • High honors graduate of University of Maine

Personal Information

Norm, his wife, and their family currently reside in South Portland, Maine. He enjoys time spent with family and friends, physical fitness, golf, and working around the house.

*Commonwealth recognizes successful advisors based on a ranking of annual production among Commonwealth’s network of 1,710 financial advisors.

Leslie L. Couper, CFP®

Principal Supervisor

Leslie is the principal supervisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Leslie brings to the financial field a determination to help people pursue their financial goals and objectives and a desire to make it an educational process. She graduated from Bates College with a degree in biology and chemistry. Prior to pursuing a career in the financial industry, she was a research associate in the vascular biology department at Maine Medical Center Research Institute. Her desire to help people, combined with an interest in finances and enthusiasm for teaching, led her down the path of financial planning and attaining the CERTIFIED FINANCIAL PLANNER™ professional certification.

Leslie specializes in providing financial guidance and planning services, including estate, retirement, college, and general investment planning, for individual clients and small business owners.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 7, 24, 53, 63, and 66 securities registrations
  • Life and health insurance licenses
  • CERTIFIED FINANCIAL PLANNER™ professional

Notable

  • Bates College summa cum laude graduate with a degree in biology and chemistry
  • Received Maine Sports Hall of Fame Scholar-Athlete Award in 1986
  • Member of Phi Beta Kappa
  • Falmouth Lions Club member

Personal Information

Leslie and her family reside in Falmouth, Maine. Her hobbies include running (ran her 13th marathon in October 2018), basketball, skiing, hiking, and gardening. She also participates in the 180-mile Trek Across Maine, raising money for the American Lung Association.

Stephen P. Goldsmith, CRPS®

Principal

Steve is a financial advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Steve entered the investment industry in 1988 and is a principal at Casco Bay Wealth Advisors. He graduated from the University of Denver with a BA in psychology. He then went on to earn a teaching degree from Western Washington State University. In 1979, he earned a master’s degree in education from the University of Vermont. He enjoys using his experience and educational background to teach people about finances, help them understand the investment world, and set goals for their personal situations.

Steve specializes in providing guidance and financial planning services, including retirement and estate planning, as well as insurance, for individuals and small business owners.

Licenses and Registrations

  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 6, 22, 62, 63, and 65 securities registrations
  • Life and health insurance licenses
  • Chartered Retirement Plans SpecialistSM

Notable 

  • EMT for a ski patrol and the Fryeburg Fair
  • Chief of Fryeburg Rescue since 2004 and member since 1985
  • Member of the board of trustees for the Fryeburg Fair
  • EMA director of town of Lovell for emergency planning
  • Town of Lovell Selectman since 1993
  • Rocky Ridge Farm owner
  • Master's in education, University of Vermont
  • Teaching degree, Western Washington State University
  • BA in psychology, University of Denver

Personal Information

Steve and his wife live in Lovell, Maine, and have three grown children and four grandchildren. He enjoys farming and skiing.

Sheila S. Menair, Certified Divorce Financial Analyst (CDFA®)

Principal

Sheila is a financial consultant at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Sheila entered the financial industry in 1999 and, since 2004, has been solely committed to the financial advisory role. She looks forward to aiding her clients in identifying their most meaningful financial goals and providing personalized strategies to help them pursue their goals and protect their assets. Delivering relevant and trustworthy financial advice and having the client’s best interest at heart is the cornerstone of her investment philosophy. Sheila's CDFA® designation allows her to help clients and their attorneys make financial sense of proposed divorce settlements today that will impact the clients' future financial well-being. Establishing lifelong relationships with her clients and being their financial ally through all transitions in life is what brings Sheila the most gratitude.  

Licenses and Registrations

  • BA in history
  • Investment Adviser Representative of Commonwealth Financial Network
  • FINRA Series 6, 7, 63, and 65 securities registrations
  • Life and health insurance licenses
  • Certified Divorce Financial Analyst (CDFA®)

Personal Information

Sheila resides with her family in Harpswell. She enjoys hiking, gardening, and working with local community nonprofits on fundraisers. Sheila is an avid, lifelong fan of the Boston Bruins.

Michelle Gagnon

Senior Client Services/Operations Manager

Michelle is the senior client services manager at Casco Bay Wealth Advisors. She has been affiliated with the firm or its predecessor since 2003.

Licenses and Registrations

  • FINRA Series 6 and 63 securities registrations through Commonwealth Financial Network®
  • Life and health insurance licenses

Personal Information

Michelle is married with three sons and two stepsons. She enjoys spending time with her family, going to camp, reading, and crocheting. 

Notable

  • Maine Notary Public

Erin Chenard

Client Services Assistant

Erin is a client services assistant at Casco Bay Wealth Advisors. She has extensive experience in customer service and office support and is gratified to bring her skills to support the excellent clients and advisor teams at Casco Bay Wealth Advisors. Erin also performs professionally throughout the state of Maine as a classical soprano.

Notable

  • MM in Voice Performance and Pedagogy, Westminster Choir College
  • Member, Maine NATS (National Association of Teachers of Singing)
  • Tractor Safety Certified, University of Maine Cooperative Extension

Personal Information
Erin has served on the voice faculty of the Portland Conservatory of Music and Bay Chamber Music School and is an enthusiastic newcomer to the financial services industry. She resides in Bath, where she enjoys spending time with her husband, children, and DIY landscaping aspirations.

Stephanie Hart

Client Services Assistant

Stephanie is a client services assistant at Casco Bay Wealth Advisors. She joined the team in 2020. Formerly in the hospitality industry, Stephanie is pleased to bring a wide array of business and customer service skills to the Brunswick office.

Notable:

  • YMCA lifeguard and swim instructor
  • Enjoys raising and training Golden Retrievers
  • Avid landscaper and outdoorsperson

Stephanie is a lifelong Mainer. She resides in a home she and her husband built in West Bath and enjoys staying active in the mountains and on the lakes throughout Maine. Free time is spent with her family at their beloved summer cottage and providing taxi service to a busy teenage daughter.