THE BIGELOW TEAM

Eva Albano, FPQP™

Eva Albano, FPQP™

AVP, Relationship Officer

Eva has been helping high net worth individuals, trustees, municipalities and non-profit institutions in Maine for over 30 years. Her prior experience includes all aspects of client service, securities processing and trust operations at Maine National Bank, HM Payson & Company, and TD Wealth Management.

Eva received her Financial Planning Qualified Professional (FPQP™) designation from the College for Financial Planning. The designation is granted to those who complete a course of study encompassing the financial planning process as well as the five disciplines of investments, insurance, taxes, retirement, and estate planning. Eva also received Paralegal Certification at the Institute for Paralegal Studies in 1988.

A longtime resident of Maine, Eva has been involved in various community organizations. She is currently a volunteer for the Maine Volunteer Lawyers Project.

 

EXPERIENCE
30+ years helping high net worth individuals, trustees, and municipalities in Maine
Bigelow Investments Advisors, AVP, Relationship Officer
TD Banknorth Wealth Management
HM Payson & Company, Trust Operations

EDUCATION
College for Financial Planning
Institute for Paralegal Studies Certificate

MEMBERSHIP & CERTIFICATION
Financial Planning Qualified Professional (FPQP™)
Financial Planning Association (FPA)

Laura Baecher

Laura Baecher

Administrative Associate

Laura joined Bigelow Investment Advisors’ administrative team in April 2015.  She brings many years of experience in office administration and customer service, working previously as the office manager at a midcoast architectural firm.

Originally from New Jersey, Laura earned her B.A. from St. Lawrence University (Canton, NY), with a major in Fine Arts and a minor in English. Upon moving to Portland in the 1980s she took a job at the Portland Museum of Art, working in the Curatorial Department and then the Education Department.

While raising her family Laura worked in customer service at a specialty shop, volunteered in the local school system, and was an instructor at Bowdoin Summer Art Camp.

She resides in Brunswick with her husband and has two grown children.

 

EXPERIENCE
30+ years of office administration and customer service
Bigelow Investment Advisors, Administrative Associate
Douglas Richmond Architects, Office Manager

EDUCATION
St. Lawrence University, B.A.

 

Kathryn Dion, CFA

Kathryn Dion, CFA

President, CCO, Senior Advisor

Kathryn has more than 30 years of experience in business finance and investment management providing asset management for individuals, businesses and non-profit organizations. Kathryn is an excellent resource for entrepreneurs, family business owners, and others with specialized financial needs. Prior to co-founding Bigelow Investment Advisors, Kathryn was a senior vice president and investment director at TD Banknorth Wealth Management.

Kathryn earned her B.A. in Political Science from Brandeis University and her M.B.A. from Cornell University. Kathryn is a holder of the right to use the Chartered Financial Analyst® designation.

After graduating from Cornell, Kathryn worked for Bank of Boston in their Treasury Department. In 1984, Kathryn moved to Maine and joined the Investment Division of UNUM where she was a securities analyst specializing in the financial services and transportation industries. In 1991, Kathryn and a business partner started Acadia Asset Management which she eventually folded into Peoples Heritage Trust and Investment Group in 1997.

Kathryn has served on many non-profit boards and on her town planning board. She is currently a member of the Investment Committee of the Maine Women’s Fund.

EXPERIENCE:
30+ year veteran in business finance and investment management
Founder of Bigelow Investment Advisors and President
TD Banknorth Wealth Management, SVP and Investment Director
Peoples Heritage Trust and Investment Group, Investment Advisor
UNUM, Securities Analyst

EDUCATION:
Cornell University, M.B.A
Brandeis University, B.A. in Political Science

MEMBERSHIP & CERTIFICATION:
Chartered Financial Analyst (CFA) Charterholder
CFA Society Maine
CFA Society Boston

P. Benjamin Flood, CFP®

P. Benjamin Flood, CFP®

Vice President, Senior Advisor

Ben believes that helping someone achieve their financial goals is a step toward enabling that person to live an authentic and fulfilled life. He enjoys seeing his clients doing the things that matter most to them. Ben has over 15 years experience working in the financial services industry.

He specializes in working with clients that are seeking advice on the transition to retirement and all of the complexities involved in making that change. He also works with mid-career professionals that are juggling several financial goals that are often difficult to prioritize because of how important all of these goals are to that particular family.

Ben’s thoughts on financial planning have been featured in national publications including Forbes, HuffPost, U.S. News & World Report, and PBS’ Next Avenue.

Ben resides in Scarborough with his wife and their two children. He serves on the Board of Directors of the Financial Planning Association of Northern New England.

EXPERIENCE:
15+ years of investment and financial services experience
Bigelow Investment Advisors, Senior Advisor
Key Investment Services, Financial Advisor
KeyBank NA, Relationship Manager & Branch Manager

EDUCATION:
Isenberg School of Management, UMass Amherst, MBA
Merrimack College, Advanced Certificate of Study in Financial Planning
University of Maine, BA in Psychology, minor in Business Administration

MEMBERSHIP & CERTIFICATION:
CERTIFIED FINANCIAL PLANNER™ certificant
Financial Planning Association (FPA)

Michael Moore, CFA

Michael Moore, CFA

Chief Investment Officer, Senior Advisor

Michael believes you can do well and do good. Michael partners with individuals and institutions to help them achieve their financial goals and positively impact their communities and families. He enjoys creating financial plans and investment strategies that incorporate a client’s values and promote positive social and environmental outcomes. Michael has over 20 years of investment management and financial planning experience.

Michael specializes in retirement planning, integrating financial planning and investment management and socially responsible investing. He enjoys working with professionals seeking advice on major financial decisions such as retirement timing, retirement funding options, coordinating employer retirement accounts (401k) and family investment accounts and college education planning.

Michael holds the Chartered Financial Analyst® designation. He is a member of the CFA Society Maine, CFA Society Boston, Maine Estate Planning Council, and Financial Planning Association.

He lives in Cape Elizabeth with his wife and three children. He is an adjunct professor at the University of Southern Maine where he teaches a financial management course. Michael is a Trout Unlimited volunteer. He also serves on the CFA Society Maine Board and Cape Elizabeth Soccer Board. He is a member of the St. Alban’s Episcopal Church Endowment Committee. He has volunteered as a bereavement counselor for the Center for Grieving Children and served on its board of directors.

EXPERIENCE:
20+ years of investment and portfolio management experience
Bigelow Investment Advisor, Senior Advisor and Chief Investment Strategist
Bowdoin College, Endowment Officer
Maverick Capital, Managing Director

EDUCATION:
Northeastern University, MS in Finance
University of Georgia, BA in Accounting
CFA Institute and Harvard Business School: 2015 Investment Management Workshop

MEMBERSHIP & CERTIFICATION:
Chartered Financial Analyst (CFA) Charterholder
CFA Institute
CFA Society Maine, Board of Directors
CFA Society Boston
Maine Estate Planning Council
Financial Planning Association (FPA)

Barbara Moran

Barbara Moran

Assistant Vice President, Office Manager

Barbara has been with Bigelow since its inception in 2007. She has been providing service to investment clients (including individuals, businesses and non-profit organizations) for 20 years. Prior to joining Bigelow, she was an investment specialist with TD Banknorth Wealth Management.

Barbara grew up in Lewiston where she resides with her husband.  She graduated Phi Theta Kappa from Central Maine Community College in 2002 with an associate’s degree in Business Administration. Barbara is currently involved with charitable organizations in her community.  She volunteers in a variety of capacities at her church in Lewiston and has been preparing and serving food at a local soup kitchen for the past several years.

 

EXPERIENCE
20 years serving individuals, businesses and nonprofits
Bigelow Investment Advisors, AVP, Office Manager
TD Banknorth Wealth Management, Investment Specialist

EDUCATION
Central Maine Community College, A.S. in Business Administration

 

 

Gary Robinson

Gary Robinson

Chief Executive Officer, Senior Advisor

Gary has been in the banking and investment business in Maine since 1980. He has many years of experience guiding individuals, institutions and retirement plans on investing their assets to accomplish their financial goals.

Gary and Kathryn Dion together founded Bigelow Investment Advisors in 2007.  Since then the company has grown to approximately 300 clients with over $300 million in assets. Prior to founding Bigelow, Gary was an executive vice president with TD Banknorth Wealth Management in Portland, Maine. His responsibilities included managing all client services for Maine, New Hampshire, and Vermont.

Gary has served on many local non-profit boards, including The Center for Grieving Children, Big Brothers Big Sisters, Family Crisis Services, The Institute for Civic Leadership and Junior Achievement. He has been very involved in the governance of these boards including service as President and Treasurer.

Gary graduated from the University of Maine at Orono in 1979 with a BS in Business Administration and has attended many professional development courses over the years in investment management and administration.

EXPERIENCE:
35+ years of banking and investment management experience
Founder of Bigelow Investment Advisors and CEO
TD Banknorth Wealth Management, Executive Vice President
Key Trust Company, Senior Vice President

EDUCATION:
University of Maine, B.S. in Business Administration
Wharton School for Pension Investments

Racquel Tibbetts, Ph.D., CPA, CFP®

Racquel Tibbetts, Ph.D., CPA, CFP®

Vice President, Senior Advisor

Racquel believes in helping her clients make confident financial decisions. Having a solid financial plan can reduce stress over these decisions, so her clients can spend more time doing the things that they enjoy, feeling positive about the future.

Racquel is passionate about getting to know her clients and their families as she crafts a tailored financial plan for them. She specializes in helping her clients organize and prioritize their financial goals. She advises her clients through several important life decisions, such as when to take Social Security benefits, the best way to support charitable causes, gifting to family, and how to create a proper withdrawal strategy in retirement.

Racquel understands the value of a well-managed investment portfolio as a crucial component in supporting her clients’ overall financial plan and personal financial goals. Additionally, Racquel can help her clients build tax-efficiency into their portfolios by putting the right investments into the right accounts, which will provide the best opportunity for her clients’ resources to meet their goals.

Racquel is a researcher in financial planning, having earned her PhD in Personal Financial Planning at Kansas State University. Her research interests include financial and health resources and stress, along with financial counseling for college students. You can find her published work in the Journal of Financial Therapy and the Journal of Financial Counseling and Planning.

Racquel holds a CPA license and is a CERTIFIED FINANCIAL PLANNER™ professional. She completed her MBA and her BA at The University of Maine.

She has served on the board of the YMCA of Greater Bangor and Bangor Rotary. She volunteers as an Adult Learn to Swim instructor and Assistant Coach for Cumberland / North Yarmouth Youth Lacrosse.

Racquel lives in North Yarmouth with her family and enjoys swimming, hiking, and golfing.

EXPERIENCE:
20+ years of experience in financial services and accounting
Bigelow Investment Advisors, Senior Advisor
Key Private Bank, Regional Financial Planning Strategist
Key Private Bank, Senior Financial Planner
KeyBank NA, Business Banking Relationship Manager
University of Southern Maine, Part-time Faculty

EDUCATION:
Kansas State University, PhD, Personal Financial Planning
University of Maine, BA & MBA
Franklin College, Switzerland, International Business Studies

MEMBERSHIP & CERTIFICATION:
CERTIFIED FINANCIAL PLANNER™ certificant
Certified Public Accountant
Financial Planning Association (FPA) member
AICPA member
Maine Society of CPAs member

Kate Wootten

Kate Wootten

Relationship Officer

Kate Wootten joined Bigelow in April 2019.

Kate is a graduate of the University of San Francisco, where she received a BA in Philosophy as well as a degree in their Great Books program. A native of Blue Hill, Kate returned to Maine in 2006 where she has been raising her children and working with the public in a variety of settings. Kate has a certificate in Thai yoga massage.

Prior to joining Bigelow, Kate was employed by Wind River Capital providing data management and bookkeeping support.

Kate works in the Ellsworth office and resides in Blue Hill with her fiance and three children.