Experience

Since joining UBS in 2002 after several years with another brokerage firm, Paul has expanded his practice to encompass a full array of client brokerage and advisory services including estate planning and discretionary portfolio management. In Paul's 14+ years as a Financial Advisor, he has focused on serving the complex needs of business owners and their families. A native of the Portland area, Paul received his B.S. with honors in accounting from the University of Southern Maine. Married with four children, he is a resident of Scarborough.

For the past several years, Danielle, as an Advisor, has taken the lead in delivering financial planning services to our clients. Through the planning process, she helps clients identify goals and implement strategies that lead to financial success. Having been with the firm for more than 15 years, her current role follows a successful period as a Sr. Registered Client Services Associate working with Paul. Danielle graduated from Providence College with a B.A. in Political Science. She lives in Brunswick with her husband and two children.

Mike graduated from the University of Southern Maine with a BS in Mathematics and began his financial services career in 1992 with Legg Mason Wood Walker.  Mike joined UBS in 2013.  His specialties include all aspects of comprehensive wealth planning, including retirement, financial and estate planning strategies.  He maintains his Series 7, 63, 65 and life and health insurance licenses.  Mike strives to provide consistently high levels of service through clear communication and education.  He has earned and maintains his CERTIFIED FINANCIAL PLANNER™ certification.  Mike is a Senior Portfolio Manager through the UBS Portfolio Management Program.  Mike enjoys fishing, biking, cooking, playing adult hockey and has been involved with Casco Bay Youth Hockey for more than 15 years.  He currently lives in Yarmouth, Maine with his wife Debbie.  They have four adult children Thomas, Michelle, Olivia, and Matthew.

Michelle joined UBS in January 2022, after beginning her career as an Accountant at Ernst & Young. Michelle graduated from Endicott College with a Bachelor of Science in Accounting and Finance. Michelle is focused on helping clients achieve their financial goals through an in-depth planning process.  She has earned and maintains her Certified Public Accountant (CPA) license and CERTIFIED FINANCIAL PLANNER™ certification.  She maintains her Series 7, 66 and life and health insurance licenses. Michelle grew up in Yarmouth, ME and currently lives in Portland with her husband Brian. In her free time, she enjoys cooking, gardening, ice hockey, skiing and biking.

Durell joined UBS in 2007, prior to joining the financial industry she was a public school teacher. Durell takes a holistic approach in working with clients on their financial planning and wealth management needs. In her free time, she enjoys volunteering with cultural and social service organizations, knitting, walking on the beach, kayaking and spending time with family, friends and her delightful, furry companion Nisha.   

Joining UBS in 2023, Brett has over 10 years of experience in the client service role with other brokerage firms. Brett holds both the Series 7 and Series 66 licenses and assists the team with client related service and administrative tasks. Originally from Maryland and a graduate of the University of Maryland, Brett now lives in North Yarmouth, ME with his wife and Pembroke Welsh Corgi.

Jenn began her career at UBS in 2011 as an Operations Specialist in Portland, ME. She joined Stonecoast Financial Group in June 2015, bringing valuable experience from her previous role in operations. Jenn earned her bachelor's degree in Psychology from St. Michael's College in Colchester, VT. In her free time, she enjoys cooking, skiing and spending time with her family and friends. A native of Yarmouth, Maine, Jenn now resides in Pownal, Maine with her family.

Tammy joined UBS in Bangor, Maine in 2010 before moving to the Portland, Maine branch in 2014. She is responsible for managing the operational and administrative functions for our team with a focus on client service.  She holds her Series 7, 66 and Insurance Licenses.  In her spare time, Tammy enjoys reading, cooking and glamping.  Tammy lives in Biddeford, Maine with her family and their dog Chopper.

Debbie joined the team in 2011 after staying home with their children for 14 years, prior to that she taught 6th grade math and science for 10 years.  Debbie is focused on marketing, maintaining and building client relationships and team projects.  Debbie graduated from the University of Southern Maine with a BS in Elementary Education, K-8.  In her spare time, she loves reading, antiquing and cheering on her kids.