Meet Our Team

Jay realized that he could offer far better service, and develop closer relationships, at a small, independent company. That’s why he formed the Katahdin Financial Group in 2017.

Judy has over 35 years of experience in financial services and holds FINRA Series 7, 63, and 66 securities registrations with LPL. At Katahdin, she provides input on every project, from trading to tax reporting to serving clients directly.

Amy is our Director of Administration. She is looking forward to working with you and getting to know how she can be supportive to your needs as a client.

Garrett, who has a master’s degree in finance and holds FINRA Series 7 and 66 with LPL, was brought onto the Katahdin team to develop interactive financial plans, deepen client relationships, and assist with investment strategies.