Experience

That inspires confidence

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty and trust through hard work, the right advice and a dedication to developing long-term relationships. It's the important things ----- our families, our values, the impact we have on others ----- that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when we talk to you about wealth management, we want to learn about the life questions that are on your mind. Should I start my own business? Is it better to leave my kids everything ---- or nothing? How do I set up a charitable fund? Will my family be OK when I'm Gone? For these and other life questions, our team looks forward to helping you find the answers.

Thomas Gower, III

Senior Vice President–Wealth Management

Financial Advisor

Tom began his career in financial services as a Financial Consultant with Smith Barney in Buffalo, New York. He joined UBS in 2002 as both a Financial Advisor and  Manager of the Bangor, Maine office. Tom earned his Bachelor of Science and MBA degrees from Babson College and then pursued a 13-year career in corporate finance and strategic planning with W.R. Grace & Co., Mobil Oil, and British Petroleum. Tom works closely with individual clients and is responsible for the implementation of the team's strategic vision.  In 2018, Tom was named to Barron's Top 1200 Advisor list.  He currently serves on the board and Finance Committees of the Bangor Symphony Orchestra and the Good Samaritan Agency. Tom lives in Hampden, Maine, with his wife, Hope, and their three daughters.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021

Education

  • Babson College, B.S.
  • Babson College, M.B.A.
One Merchants Plaza
3rd Floor
Bangor, ME 04401

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Kirsten Ismail, CFP

Vice President–Wealth Management

Financial Advisor

Kirsten entered the industry in 1995 and specializes in working with professionals and their families to develop, implement and monitor comprehensive, personalized financial plans.  Her attention to detail and ability to understand client needs allows her to create flexible strategies for their often busy and complex lives.  Having a B.S. in education from the University of Maine and earning the Certified Financial Planner™ certification have provided her with the skills and training to engage clients at every level and stage of their financial progress.  Kirsten is involved in local nonprofit organizations that support the education of children, a creative culture and a thriving economic region.  She is married to her high school sweetheart, Scott, and enjoys spending time with their daughter, Samantha, and their wire haired dachshund, Winston.  

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Working Mother and SHOOK Research Top Wealth Advisor Moms, 2019

Education

  • University of Maine, B.S. Education

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Women investors
Executive compensation
Retirement planning
Estate planning strategies
One Merchants Plaza
3rd Floor
Bangor, ME 04401

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Jodi McCarthy, CFP

First Vice President–Wealth Management

Financial Advisor

Jodi joined UBS in 1994 and has worked with Bob Allen for most of that time. She received her Bachelor of Science degree from the University of Maine. Jodi provides comprehensive wealth management advice to clients, which includes retirement income planning and risk management.  In the local community, she has served as President of the Bangor Breakfast Rotary, is a chair of the University of Maine Black Bear Board of Advisors and a member of the University of Maine Foundation.    Jodi lives in Bangor with her husband, Marc. 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • University of Maine, B.S.

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Multi-generational families
One Merchants Plaza
3rd Floor
Bangor, ME 04401

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Peter Buzzini, CEPA

Account Vice President

Financial Advisor

Peter began his career in financial services as a financial consultant with RBC Wealth Management in Portland, ME. He joined the UBS Bangor branch in 2007 as a Financial Advisor bringing over 20 years of experience in corporate management, including chief financial officer responsibilities and new business start-ups. Peter received his BA from Colby College, and earned his Accredited Asset Management Specialist® certification in 2007 from the College for Financial Planning. Peter works closely with his clients with a special focus on portfolio management, estate planning, and risk management. Peter stays active in his local community having served on his local school board, and has served as Vice President of the Maine Discovery Museum board and the Penobscot Valley Ski Club. He also coaches youth baseball and youth Nordic skiing programs. He lives in Hampden with his wife, Cynthia, and his two children.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • Colby College, B.A.

Credentials

  • Certified Exit Planning Advisor
  • Accredited Asset Management Specialist℠

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Exit planning
Estate planning strategies
Retirement Plan consulting
Multi-generational families
Family Offices
One Merchants Plaza
3rd Floor
Bangor, ME 04401

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Michael Cormier, CFP, AWMA

Account Vice President

Financial Advisor

Mike joined UBS Wealth Management in 2013 as part of the Wealth Planning Analyst program.  During his time in that program he focused on offering comprehensive financial planning to clients in Maine, New Hampshire and Vermont.  Before joining UBS, Mike attended Bentley University in Waltham, MA where he graduated with a Bachelor of Science degree in Finance and Economics.  He currently holds his Accredited Wealth Management AdvisorSM certification.  In addition to his career, Mike is an avid golfer.  He grew up in Wilton, ME and currently lives in Bangor. 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • Bentley University, B.S. Finance and Economics

Credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Business succession
Investing
One Merchants Plaza
3rd Floor
Bangor, ME 04401

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Kelly Scheetz

Financial Advisor

Kelly joined UBS in Princeton, New Jersey in 1997 and moved to the Newtown, Pennsylvania branch to be part of its management team in 2002. Kelly relocated to Bangor in 2008 to manage the operational and administrative functions for our team with a focus on client service.  She has completed the Bangor Region Leadership Institute program, graduating in Spring 2012.  Kelly received her Bachelor of Arts degree from Westminster Choir College.  She lives in Bangor with her husband, Ben and their son. 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • Westminster Choir College, B.A.

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
One Merchants Plaza
3rd Floor
Bangor, ME 04401

Email Me

Karen Lamberton

Director

Team Administrator

Karen is the newest addition to Argosy Wealth Management, but she is no stranger to UBS.  Karen started with the firm in 1992 as a Client Service Associate, but was soon given the opportunity to join the management team in primarily supervisory roles, focusing on client relations and compliance oversight.  She is excited to be a part of the team, leading the daily operations and ensuring excellent client service and Financial Advisor support.  Karen has lived in Maine her entire life and raised two wonderful children with her husband Mark.  Karen and Mark live in Newburgh and enjoy things outdoors in all seasons along with their Soft Coated Wheaten Terrier Scout. 

Registered States:
  • CT
  • FL
  • LA
  • MA
  • ME
  • NH
  • NY
  • VT
One Merchants Plaza
3rd Floor
Bangor, ME 04401

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Audrey Wood

Senior Client Service Associate

Audrey has worked in the financial services industry since 1999 and rejoined UBS in April 2018.  She is responsible for overseeing the operational aspects of the team and for helping deliver a positive client experience.  Audrey is licensed for securities and insurance products with her Series 7, Series 66 and her resident insurance license in the state of Maine.  Audrey serves on the board of the Greenbush School Department.  She lives in Greenbush with her husband, Jeremy, and their two sons.

Registered States:
  • FL
  • MA
  • ME
  • NY
One Merchants Plaza
3rd Floor
Bangor, ME 04401

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Kathleen Shane

Client Service Associate

Kathleen joined UBS in June of 2019.  She is currently studying for her SIE, Series 7 and Series 66 exams and will be responsible for the operational aspects of the team.  She is a graduate of the 2016 Bangor Region Leadership Institute where she currently serves on the steering committee and co-chair of the curriculum committee.  Kathleen is on the board of directors for Literacy Volunteers of Bangor and Eastern Maine Community College Foundation.  She also serves in an administrative capacity for the Dedham/Lucerne Fire Department.  Kathleen lives in Dedham with her husband, Craig, and their two sons. 

Education

  • Bangor Region Leadership Institute
One Merchants Plaza
3rd Floor
Bangor, ME 04401

Email Me